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Kerntke Otto McGlone Wealth Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
2,998
-24
-0.8% -$2.31K 0.18% 74
2026
Q1 		$274K Buy
3,022
+358
+13% +$33.4K 0.19% 72
2025
Q4 		$238K Sell
2,664
-5
-0.2% -$442 0.17% 75
2025
Q3 		$233K Sell
2,669
-14
-0.5% -$1.19K 0.18% 73
2025
Q2 		$224K Sell
2,683
-321
-11% -$25.5K 0.18% 79
2025
Q1 		$227K Sell
3,004
-759
-20% -$56.8K 0.2% 73
2024
Q4 		$265K Sell
3,763
-574
-13% -$42.3K 0.2% 66
2024
Q3 		$339K Sell
4,337
-49
-1% -$3.67K 0.28% 55
2024
Q2 		$319K Sell
4,386
-390
-8% -$28.7K 0.3% 54
2024
Q1 		$355K Sell
4,776
-10,459
-69% -$745K 0.35% 47
2023
Q4 		$1.07M Sell
15,235
-887
-6% -$58.5K 1.07% 22
2023
Q3 		$1.04M Sell
16,122
-309
-2% -$20.7K 1.07% 24
2023
Q2 		$1.11M Sell
16,431
-2,170
-12% -$147K 1.09% 23
2023
Q1 		$1.24M Sell
18,601
-12,838
-41% -$842K 1.28% 20
2022
Q4 		$1.94M Sell
31,439
-16,942
-35% -$997K 2.23% 14
2022
Q3 		$2.55M Buy
48,381
+12,261
+34% +$721K 3.84% 8
2022
Q2 		$2.13M Buy
36,120
+26,602
+279% +$1.71M 3.17% 12
2022
Q1 		$662K Sell
9,518
-16,009
-63% -$1.13M 1.51% 15
2021
Q4 		$1.91M Buy
25,527
+8,729
+52% +$656K 2.32% 13
2021
Q3 		$1.25M Sell
16,798
-64,885
-79% -$4.94M 3.72% 7
2021
Q2 		$6.12M Buy
81,683
+2,067
+3% +$156K 2.44% 12
2021
Q1 		$5.74M Sell
79,616
-796
-1% -$56.9K 3.01% 8
2020
Q4 		$5.56M Buy
80,412
+5,594
+7% +$362K 3.28% 6
2020
Q3 		$4.51M Buy
74,818
+4,832
+7% +$291K 3.31% 7
2020
Q2 		$4M Buy
69,986
+4,795
+7% +$260K 3.65% 9
2020
Q1 		$3.25M Buy
65,191
+7,455
+13% +$444K 3.64% 9
2019
Q4 		$3.77M Buy
+57,736
New +$3.66M 3.18% 8

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IEFA Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.79% in Q2 2026, selling an estimated $2.31K and leaving 2,998 shares worth $290K. The position accounts for 0.18% of the portfolio, ranked #74.

Kerntke Otto McGlone Wealth Management Group first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.12M in Q2 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 2,998 shares of iShares Core MSCI EAFE ETF worth $290K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 24 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.31K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #74 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $6.12M in Q2 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.