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

Kingsview 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	$10.8M	Buy	112,103 +37,439	+50%	+$3.6M	0.13%	128
2026 Q1	$6.76M	Buy	74,664 +7,513	+11%	+$701K	0.09%	232
2025 Q4	$6.01M	Buy	67,151 +6,441	+11%	+$570K	0.09%	246
2025 Q3	$5.3M	Buy	60,710 +17,269	+40%	+$1.47M	0.08%	260
2025 Q2	$3.63M	Sell	43,441 -2,602	-6%	-$207K	0.06%	304
2025 Q1	$3.48M	Sell	46,043 -4,186	-8%	-$313K	0.07%	273
2024 Q4	$3.53M	Buy	50,229 +9,190	+22%	+$678K	0.07%	267
2024 Q3	$3.2M	Buy	41,039 +9,481	+30%	+$710K	0.07%	267
2024 Q2	$2.29M	Buy	31,558 +4,565	+17%	+$336K	0.05%	314
2024 Q1	$2M	Sell	26,993 -5,035	-16%	-$358K	0.05%	340
2023 Q4	$2.25M	Sell	32,028 -10,907	-25%	-$719K	0.07%	256
2023 Q3	$2.76M	Buy	42,935 +24,184	+129%	+$1.62M	0.1%	219
2023 Q2	$1.27M	Buy	18,751 +5,096	+37%	+$346K	0.05%	338
2023 Q1	$913K	Sell	13,655 -1,628	-11%	-$107K	0.04%	433
2022 Q4	$942K	Buy	15,283 +1,293	+9%	+$76.1K	0.04%	356
2022 Q3	$737K	Buy	13,990 +537	+4%	+$31.6K	0.04%	406
2022 Q2	$792K	Buy	13,453 +1,329	+11%	+$85.3K	0.04%	423
2022 Q1	$843K	Sell	12,124 -1,197	-9%	-$84.7K	0.04%	435
2021 Q4	$994K	Buy	13,321 +3,146	+31%	+$236K	0.04%	408
2021 Q3	$755K	Sell	10,175 -15,704	-61%	-$1.19M	0.04%	453
2021 Q2	$1.94M	Buy	25,879 +2,477	+11%	+$187K	0.1%	226
2021 Q1	$1.71M	Buy	23,402 +1,829	+8%	+$131K	0.1%	219
2020 Q4	$1.49M	Sell	21,573 -1,063	-5%	-$68.7K	0.11%	196
2020 Q3	$1.36M	Sell	22,636 -328	-1%	-$19.8K	0.12%	178
2020 Q2	$1.31M	Sell	22,964 -4,534	-16%	-$246K	0.13%	174
2020 Q1	$1.37M	Buy	27,498 +3,610	+15%	+$215K	0.19%	140
2019 Q4	$1.56M	Buy	23,888 +3,996	+20%	+$253K	0.2%	147
2019 Q3	$1.22M	Sell	19,892 -752	-4%	-$45.4K	0.19%	145
2019 Q2	$1.27M	Buy	20,644 +13,246	+179%	+$812K	0.21%	126
2019 Q1	$450K	Buy	+7,398	New	+$437K	0.07%	279

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

Kingsview Wealth Management's IEFA Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 50% in Q2 2026, buying an estimated $3.6M and bringing the position to 112,103 shares worth $10.8M. The position accounts for 0.13% of the portfolio, ranked #128.

Kingsview Wealth Management first reported a position in IEFA in Q1 2019 and has held it in 30 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kingsview Wealth Management held 112,103 shares of iShares Core MSCI EAFE ETF worth $10.8M as of Q2 2026.
Kingsview Wealth Management bought 37,439 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.6M.
iShares Core MSCI EAFE ETF made up 0.13% of Kingsview Wealth Management's portfolio in Q2 2026, its #128 holding.
Kingsview Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.