Lineweaver Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lineweaver Wealth Advisors’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	$3.12M	Sell	32,354 -219	-0.7%	-$21K	0.37%	58
2026 Q1	$2.95M	Buy	32,573 +680	+2%	+$63.5K	0.4%	53
2025 Q4	$2.85M	Buy	31,893 +226	+0.7%	+$20K	0.39%	53
2025 Q3	$2.76M	Sell	31,667 -51	-0.2%	-$4.33K	0.41%	50
2025 Q2	$2.65M	Buy	31,718 +500	+2%	+$39.7K	0.42%	48
2025 Q1	$2.36M	Buy	31,218 +2,584	+9%	+$193K	0.4%	48
2024 Q4	$2.01M	Buy	28,634 +495	+2%	+$36.5K	0.37%	55
2024 Q3	$2.2M	Buy	28,139 +756	+3%	+$56.6K	0.42%	45
2024 Q2	$1.99M	Sell	27,383 -359	-1%	-$26.4K	0.41%	46
2024 Q1	$2.06M	Buy	27,742 +383	+1%	+$27.3K	0.49%	40
2023 Q4	$1.93M	Sell	27,359 -1,688	-6%	-$111K	0.5%	41
2023 Q3	$1.87M	Sell	29,047 -2,752	-9%	-$184K	0.54%	39
2023 Q2	$2.15M	Buy	31,799 +235	+0.7%	+$15.9K	0.61%	37
2023 Q1	$2.11M	Sell	31,564 -691	-2%	-$45.3K	0.65%	36
2022 Q4	$1.99M	Sell	32,255 -354	-1%	-$20.8K	0.6%	39
2022 Q3	$1.72M	Sell	32,609 -804	-2%	-$47.3K	0.56%	41
2022 Q2	$1.97M	Sell	33,413 -1,535	-4%	-$98.5K	0.65%	29
2022 Q1	$2.43M	Sell	34,948 -49	-0.1%	-$3.47K	0.69%	28
2021 Q4	$2.61M	Buy	34,997 +488	+1%	+$36.7K	0.75%	25
2021 Q3	$2.56M	Sell	34,509 -463	-1%	-$35.2K	0.78%	28
2021 Q2	$2.62M	Sell	34,972 -35	-0.1%	-$2.64K	0.86%	27
2021 Q1	$2.52M	Sell	35,007 -51,117	-59%	-$3.65M	0.89%	24
2020 Q4	$5.95M	Sell	86,124 -31,321	-27%	-$2.03M	2.33%	12
2020 Q3	$7.08M	Buy	117,445 +410	+0.4%	+$24.7K	3.16%	9
2020 Q2	$6.69M	Sell	117,035 -115,337	-50%	-$6.25M	3.4%	9
2020 Q1	$11.6M	Buy	232,372 +3,053	+1%	+$182K	7.3%	4
2019 Q4	$15M	Buy	+229,319	New	+$14.5M	8.45%	4

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

Lineweaver Wealth Advisors's IEFA Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.67% in Q2 2026, selling an estimated $21K and leaving 32,354 shares worth $3.12M. The position accounts for 0.37% of the portfolio, ranked #58.

Lineweaver Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $15M in Q4 2019. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lineweaver Wealth Advisors held 32,354 shares of iShares Core MSCI EAFE ETF worth $3.12M as of Q2 2026.
Lineweaver Wealth Advisors sold 219 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21K.
iShares Core MSCI EAFE ETF made up 0.37% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Lineweaver Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
Lineweaver Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $15M in Q4 2019.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.