Kingswood Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kingswood Wealth Advisors’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	$2.54M	Sell	26,318 -504	-2%	-$48.4K	0.1%	215
2026 Q1	$2.43M	Buy	26,822 +4,602	+21%	+$430K	0.12%	200
2025 Q4	$1.99M	Buy	22,220 +4,503	+25%	+$398K	0.1%	213
2025 Q3	$1.55M	Buy	17,717 +2,139	+14%	+$182K	0.09%	224
2025 Q2	$1.3M	Sell	15,578 -1,970	-11%	-$156K	0.1%	213
2025 Q1	$1.33M	Sell	17,548 -2,150	-11%	-$161K	0.12%	200
2024 Q4	$1.38M	Sell	19,698 -1,849	-9%	-$136K	0.1%	208
2024 Q3	$1.68M	Buy	21,547 +8,200	+61%	+$614K	0.12%	196
2024 Q2	$970K	Sell	13,347 -833	-6%	-$61.3K	0.09%	239
2024 Q1	$1.05M	Buy	14,180 +9,754	+220%	+$694K	0.12%	194
2023 Q4	$311K	Buy	+4,426	New	+$292K	0.04%	465

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

Kingswood Wealth Advisors's IEFA Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, selling an estimated $48.4K and leaving 26,318 shares worth $2.54M. The position accounts for 0.1% of the portfolio, ranked #215.

Kingswood Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kingswood Wealth Advisors held 26,318 shares of iShares Core MSCI EAFE ETF worth $2.54M as of Q2 2026.
Kingswood Wealth Advisors sold 504 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $48.4K.
iShares Core MSCI EAFE ETF made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #215 holding.
Kingswood Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.