LKWM
IEFA icon

Lee-Kelleher Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lee-Kelleher 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 		$2.31M Buy
23,917
+2,923
+14% +$281K 1.21% 18
2026
Q1 		$1.9M Buy
20,994
+2,635
+14% +$246K 1.13% 18
2025
Q4 		$1.64M Buy
18,359
+972
+6% +$86K 0.98% 18
2025
Q3 		$1.52M Buy
17,387
+1,738
+11% +$148K 0.94% 19
2025
Q2 		$1.31M Buy
15,649
+2,874
+22% +$228K 0.87% 20
2025
Q1 		$966K Sell
12,775
-1,765
-12% -$132K 0.71% 22
2024
Q4 		$1.02M Buy
+14,540
New +$1.07M 0.73% 22

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee-Kelleher Wealth Management's IEFA Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, buying an estimated $281K and bringing the position to 23,917 shares worth $2.31M. The position accounts for 1.21% of the portfolio, ranked #18.

Lee-Kelleher Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 678 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Lee-Kelleher Wealth Management held 23,917 shares of iShares Core MSCI EAFE ETF worth $2.31M as of Q2 2026.
  • Lee-Kelleher Wealth Management bought 2,923 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $281K.
  • iShares Core MSCI EAFE ETF made up 1.21% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 678 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.