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

Level 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	$2.23M	Sell	23,076 -72	-0.3%	-$6.92K	0.89%	14
2026 Q1	$2.1M	Buy	23,148 +423	+2%	+$39.5K	0.98%	15
2025 Q4	$2.03M	Sell	22,725 -17,329	-43%	-$1.53M	1.04%	15
2025 Q3	$3.5M	Sell	40,054 -1,946	-5%	-$165K	1.84%	10
2025 Q2	$3.51M	Buy	42,000 +39,281	+1,445%	+$3.12M	2.04%	10
2025 Q1	$206K	Buy	+2,719	New	+$203K	0.13%	52

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

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

Level Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.31% in Q2 2026, selling an estimated $6.92K and leaving 23,076 shares worth $2.23M. The position accounts for 0.89% of the portfolio, ranked #14.

Level Wealth Management first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.51M in Q2 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Level Wealth Management held 23,076 shares of iShares Core MSCI EAFE ETF worth $2.23M as of Q2 2026.
Level Wealth Management sold 72 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.92K.
iShares Core MSCI EAFE ETF made up 0.89% of Level Wealth Management's portfolio in Q2 2026, its #14 holding.
Level Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Level Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.51M in Q2 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.