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

Liberty 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 		$5.03M Hold
55,442
– – 0.63% 41
2026
Q1 		$5.03M Sell
55,442
-4,273
-7% -$399K 0.63% 41
2025
Q4 		$5.34M Sell
59,715
-1,983
-3% -$175K 0.69% 36
2025
Q3 		$5.39M Sell
61,698
-3,205
-5% -$272K 0.76% 33
2025
Q2 		$5.42M Sell
64,903
-5,216
-7% -$414K 0.85% 29
2025
Q1 		$5.3M Sell
70,119
-103,782
-60% -$7.76M 1.01% 31
2024
Q4 		$12.2M Buy
173,901
+55,054
+46% +$4.06M 2.04% 15
2024
Q3 		$9.28M Sell
118,847
-289,296
-71% -$21.7M 1.58% 17
2024
Q2 		$8.44M Buy
408,143
+281,832
+223% +$20.7M 1.55% 17
2024
Q1 		$9.38M Buy
126,311
+2,929
+2% +$209K 1.83% 15
2023
Q4 		$8.68M Sell
123,382
-2,417
-2% -$159K 1.86% 14
2023
Q3 		$8.09M Buy
125,799
+17,214
+16% +$1.15M 2.01% 13
2023
Q2 		$7.39M Buy
108,585
+5,312
+5% +$360K 1.83% 15
2023
Q1 		$6.94M Buy
+103,273
New +$6.77M 1.43% 17
2022
Q2 		– Sell
-3,429
Closed -$238K – 158
2022
Q1 		$238K Buy
3,429
+3,405
+14,188% +$241K 0.09% 125
2021
Q4 		$2.09K Sell
24
-4,176
-99% -$314K 0.09% 51
2021
Q3 		$312K Sell
4,200
-1,229
-23% -$93.5K 0.11% 113
2021
Q2 		$406K Sell
5,429
-5,253
-49% -$397K 0.16% 80
2021
Q1 		$742K Hold
10,682
– – 0.36% 43
2020
Q4 		$742K Sell
10,682
-37,525
-78% -$2.43M 0.36% 43
2020
Q3 		$2.91M Buy
48,207
+8,627
+22% +$520K 1.71% 15
2020
Q2 		$2.26M Sell
39,580
-48,408
-55% -$2.62M 1.59% 16
2020
Q1 		$4.41M Buy
87,988
+29,050
+49% +$1.73M 3.85% 5
2019
Q4 		$3.85M Buy
58,938
+26,411
+81% +$1.68M 3.03% 6
2019
Q3 		$1.99M Buy
32,527
+10,026
+45% +$605K 1.88% 9
2019
Q2 		$1.38M Buy
22,501
+4,463
+25% +$273K 1.21% 11
2019
Q1 		$1.1M Buy
18,038
+3,528
+24% +$208K 0.83% 15
2018
Q4 		$798K Buy
+14,510
New +$851K 0.6% 20

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Liberty Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 55,442 shares worth $5.03M. The position accounts for 0.63% of the portfolio, ranked #41.

Liberty Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 28 quarters since. The position peaked at $12.2M in Q4 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Liberty Wealth Management held 55,442 shares of iShares Core MSCI EAFE ETF worth $5.03M as of Q2 2026.
  • Liberty Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.63% of Liberty Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Liberty Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's iShares Core MSCI EAFE ETF position peaked at $12.2M in Q4 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.