LWM
IEFA icon

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

Latko 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 		$984K Buy
10,186
+4,334
+74% +$416K 0.42% 25
2026
Q1 		$530K Buy
+5,852
New +$546K 0.26% 28

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Latko Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 74% in Q2 2026, buying an estimated $416K and bringing the position to 10,186 shares worth $984K. The position accounts for 0.42% of the portfolio, ranked #25.

Latko Wealth Management first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Latko Wealth Management held 10,186 shares of iShares Core MSCI EAFE ETF worth $984K as of Q2 2026.
  • Latko Wealth Management bought 4,334 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $416K.
  • iShares Core MSCI EAFE ETF made up 0.42% of Latko Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Latko Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.