Liberty Square Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Liberty Square Wealth Partners’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	$286K	Sell	2,965 -132	-4%	-$12.7K	0.07%	112
2026 Q1	$280K	Buy	3,097 +132	+4%	+$12.3K	0.08%	112
2025 Q4	$265K	Hold	2,965	–	–	0.08%	120
2025 Q3	$259K	Sell	2,965 -1,673	-36%	-$142K	0.08%	127
2025 Q2	$387K	Hold	4,638	–	–	0.13%	87
2025 Q1	$351K	Hold	4,638	–	–	0.13%	98
2024 Q4	$352K	Buy	+4,638	New	+$342K	0.13%	104

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

Liberty Square Wealth Partners's IEFA Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.3% in Q2 2026, selling an estimated $12.7K and leaving 2,965 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #112.

Liberty Square Wealth Partners first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $387K in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Liberty Square Wealth Partners held 2,965 shares of iShares Core MSCI EAFE ETF worth $286K as of Q2 2026.
Liberty Square Wealth Partners sold 132 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.7K.
iShares Core MSCI EAFE ETF made up 0.07% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #112 holding.
Liberty Square Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $387K in Q2 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.