KW
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KWB Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

KWB Wealth’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 		$1.22M Buy
12,643
+972
+8% +$93.4K 0.1% 82
2026
Q1 		$1.04M Hold
11,671
– – 0.1% 76
2025
Q4 		$1.04M Buy
11,671
+3,195
+38% +$283K 0.1% 76
2025
Q3 		$708K Buy
8,476
+393
+5% +$33.4K 0.08% 80
2025
Q2 		$612K Sell
8,083
-531
-6% -$42.1K 0.07% 86
2025
Q1 		$605K Buy
8,614
+563
+7% +$42.1K 0.07% 87
2024
Q4 		$628K Sell
8,051
-118
-1% -$8.71K 0.08% 79
2024
Q3 		$593K Sell
8,169
-30
-0.4% -$2.25K 0.08% 74
2024
Q2 		$609K Hold
8,199
– – 0.08% 74
2024
Q1 		$609K Buy
8,199
+765
+10% +$54.5K 0.08% 75
2023
Q4 		$523K Sell
7,434
-47
-0.6% -$3.1K 0.08% 75
2023
Q3 		$505K Hold
7,481
– – 0.08% 70
2023
Q2 		$505K Sell
7,481
-4,739
-39% -$321K 0.08% 72
2023
Q1 		$753K Buy
12,220
+1,186
+11% +$77.8K 0.14% 55
2022
Q4 		$680K Sell
11,034
-11,159
-50% -$657K 0.13% 56
2022
Q3 		$1.17M Sell
22,193
-5,681
-20% -$334K 0.23% 42
2022
Q2 		$1.64M Sell
27,874
-24,735
-47% -$1.59M 0.32% 37
2022
Q1 		$3.93M Sell
52,609
-60
-0.1% -$4.24K 0.65% 21
2021
Q4 		$3.93M Sell
52,669
-6,029
-10% -$453K 0.65% 21
2021
Q3 		$4.36M Sell
58,698
-12,097
-17% -$920K 0.77% 20
2021
Q2 		$5.1M Sell
70,795
-162
-0.2% -$12.2K 0.98% 20
2021
Q1 		$5.11M Sell
70,957
-20,181
-22% -$1.44M 0.98% 20
2020
Q4 		$6.3M Buy
+91,138
New +$5.89M 1.31% 18

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

KWB Wealth's IEFA Position: Q2 2026 in Review

KWB Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.3% in Q2 2026, buying an estimated $93.4K and bringing the position to 12,643 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #82.

KWB Wealth first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.3M in Q4 2020. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • KWB Wealth held 12,643 shares of iShares Core MSCI EAFE ETF worth $1.22M as of Q2 2026.
  • KWB Wealth bought 972 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $93.4K.
  • iShares Core MSCI EAFE ETF made up 0.1% of KWB Wealth's portfolio in Q2 2026, its #82 holding.
  • KWB Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's iShares Core MSCI EAFE ETF position peaked at $6.3M in Q4 2020.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.