Landmark Wealth Management (New York)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Landmark Wealth Management (New York)’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	$379K	Buy	3,929 +32	+0.8%	+$3.07K	0.09%	125
2026 Q1	$353K	Buy	3,897 +620	+19%	+$57.9K	0.09%	125
2025 Q4	$293K	Sell	3,277 -23	-0.7%	-$2.03K	0.11%	76
2025 Q3	$288K	Sell	3,300 -26	-0.8%	-$2.21K	0.11%	75
2025 Q2	$278K	Sell	3,326 -10	-0.3%	-$794	0.12%	77
2025 Q1	$252K	Sell	3,336 -595	-15%	-$44.5K	0.11%	71
2024 Q4	$276K	Buy	3,931 +15	+0.4%	+$1.11K	0.12%	66
2024 Q3	$306K	Sell	3,916 -56	-1%	-$4.19K	0.13%	64
2024 Q2	$288K	Buy	3,972 +27	+0.7%	+$1.99K	0.22%	41
2024 Q1	$293K	Sell	3,945 -78	-2%	-$5.55K	0.14%	64
2023 Q4	$283K	Sell	4,023 -50	-1%	-$3.3K	0.14%	63
2023 Q3	$262K	Hold	4,073	–	–	0.15%	63
2023 Q2	$275K	Sell	4,073 -5	-0.1%	-$339	0.24%	35
2023 Q1	$273K	Sell	4,078 -69	-2%	-$4.52K	0.15%	61
2022 Q4	$256K	Sell	4,147 -276	-6%	-$16.2K	0.19%	59
2022 Q3	$233K	Sell	4,423 -320	-7%	-$18.8K	0.18%	57
2022 Q2	$279K	Sell	4,743 -3,259	-41%	-$209K	0.36%	30
2022 Q1	$282K	Buy	+8,002	New	+$566K	0.15%	65

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

Landmark Wealth Management (New York)'s IEFA Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.82% in Q2 2026, buying an estimated $3.07K and bringing the position to 3,929 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #125.

Landmark Wealth Management (New York) first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Landmark Wealth Management (New York) held 3,929 shares of iShares Core MSCI EAFE ETF worth $379K as of Q2 2026.
Landmark Wealth Management (New York) bought 32 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.07K.
iShares Core MSCI EAFE ETF made up 0.09% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #125 holding.
Landmark Wealth Management (New York) first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.