Kiley Juergens Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kiley Juergens Wealth Management’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	$477K	Sell	4,940 -239	-5%	-$23K	0.07%	145
2026 Q1	$469K	Buy	+5,179	New	+$483K	0.08%	142
2018 Q4	–	Sell	-732	Closed	-$46K	–	313
2018 Q3	$46K	Hold	732	–	–	0.03%	242
2018 Q2	$46K	Buy	+732	New	+$48.4K	0.04%	211

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kiley Juergens Wealth Management's IEFA Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.6% in Q2 2026, selling an estimated $23K and leaving 4,940 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #145.

Kiley Juergens Wealth Management first reported a position in IEFA in Q2 2018 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kiley Juergens Wealth Management held 4,940 shares of iShares Core MSCI EAFE ETF worth $477K as of Q2 2026.
Kiley Juergens Wealth Management sold 239 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $23K.
iShares Core MSCI EAFE ETF made up 0.07% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #145 holding.
Kiley Juergens Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 4 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.