Koshinski Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Koshinski Asset 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	$5.06M	Sell	52,412 -2,937	-5%	-$282K	0.27%	80
2026 Q1	$5.01M	Buy	55,349 +156	+0.3%	+$14.6K	0.31%	73
2025 Q4	$4.94M	Sell	55,193 -568	-1%	-$50.2K	0.32%	67
2025 Q3	$4.87M	Buy	55,761 +3,557	+7%	+$302K	0.33%	63
2025 Q2	$4.36M	Buy	52,204 +1,509	+3%	+$120K	0.33%	62
2025 Q1	$3.84M	Buy	50,695 +1,410	+3%	+$105K	0.33%	66
2024 Q4	$3.46B	Buy	49,285 +148	+0.3%	+$10.9K	0.3%	75
2024 Q3	$3.84M	Sell	49,137 -3,418	-7%	-$256K	0.33%	65
2024 Q2	$3.87M	Buy	52,555 +27,912	+113%	+$2.05M	0.36%	57
2024 Q1	$1.83M	Buy	24,643 +9,632	+64%	+$686K	0.19%	119
2023 Q4	$1.06M	Sell	15,011 -36,371	-71%	-$2.4M	0.16%	176
2023 Q3	$3.31M	Sell	51,382 -2,485	-5%	-$166K	0.38%	55
2023 Q2	$3.64M	Buy	53,867 +13,651	+34%	+$926K	0.39%	55
2023 Q1	$2.69M	Buy	40,216 +3,371	+9%	+$221K	0.26%	91
2022 Q4	$2.27M	Buy	36,845 +19,042	+107%	+$1.12M	0.22%	113
2022 Q3	$938K	Sell	17,803 -6,213	-26%	-$365K	0.11%	210
2022 Q2	$1.41M	Sell	24,016 -26,909	-53%	-$1.73M	0.14%	169
2022 Q1	$3.54M	Buy	50,925 +391	+0.8%	+$27.7K	0.29%	75
2021 Q4	$3.77M	Sell	50,534 -2,365	-4%	-$178K	0.3%	70
2021 Q3	$3.93M	Sell	52,899 -2,075	-4%	-$158K	0.34%	61
2021 Q2	$4.12M	Buy	54,974 +5,132	+10%	+$387K	0.52%	42
2021 Q1	$3.59M	Sell	49,842 -846	-2%	-$60.5K	0.38%	64
2020 Q4	$3.5M	Sell	50,688 -4,335	-8%	-$280K	0.44%	47
2020 Q3	$3.44K	Sell	55,023 -2,579	-4%	-$156K	0.46%	43
2020 Q2	$3.29M	Buy	57,602 +25,929	+82%	+$1.41M	0.53%	43
2020 Q1	$1.58M	Sell	31,673 -21,075	-40%	-$1.25M	0.33%	77
2019 Q4	$3.43M	Buy	+52,748	New	+$3.35M	0.59%	33
2019 Q3	–	Sell	-7,135	Closed	-$438K	–	206
2019 Q2	$438K	Sell	7,135 -4,386	-38%	-$269K	0.18%	156
2019 Q1	$700	Sell	11,521 -4,607	-29%	-$272K	0.19%	148
2018 Q4	$851K	Buy	+16,128	New	+$946K	0.21%	153
2018 Q3	–	Sell	-8,803	Closed	-$558K	–	533
2018 Q2	$558K	Sell	8,803 -2,807	-24%	-$186K	0.17%	186
2018 Q1	$765K	Sell	11,610 -13,111	-53%	-$881K	0.24%	143
2017 Q4	$1.63M	Buy	24,721 +16,586	+204%	+$1.08M	0.41%	68
2017 Q3	$522K	Buy	8,135 +1,090	+15%	+$68.2K	0.17%	194
2017 Q2	$429K	Buy	+7,045	New	+$425K	0.16%	212

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

Koshinski Asset Management's IEFA Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q2 2026, selling an estimated $282K and leaving 52,412 shares worth $5.06M. The position accounts for 0.27% of the portfolio, ranked #80.

Koshinski Asset Management first reported a position in IEFA in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.46B in Q4 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Koshinski Asset Management held 52,412 shares of iShares Core MSCI EAFE ETF worth $5.06M as of Q2 2026.
Koshinski Asset Management sold 2,937 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $282K.
iShares Core MSCI EAFE ETF made up 0.27% of Koshinski Asset Management's portfolio in Q2 2026, its #80 holding.
Koshinski Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 35 quarters since.
Koshinski Asset Management's iShares Core MSCI EAFE ETF position peaked at $3.46B in Q4 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.