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Liquid Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Liquid Strategies’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 		$33.5M Buy
347,344
+55,069
+19% +$5.29M 4.58% 5
2026
Q1 		$26.5M Buy
292,275
+30,626
+12% +$2.86M 5.68% 5
2025
Q4 		$23.4M Buy
261,649
+15,702
+6% +$1.39M 5.1% 5
2025
Q3 		$21.5M Buy
245,947
+45,355
+23% +$3.85M 4.42% 5
2025
Q2 		$16.7M Buy
200,592
+37,553
+23% +$2.98M 3.66% 5
2025
Q1 		$12.3M Sell
163,039
-11,301
-6% -$845K 2.32% 6
2024
Q4 		$12.3M Sell
174,340
-24,482
-12% -$1.81M 2.52% 5
2024
Q3 		$15.5M Buy
198,822
+5,287
+3% +$396K 3.71% 5
2024
Q2 		$14.1M Sell
193,535
-1,393
-0.7% -$103K 3.7% 5
2024
Q1 		$14.5M Buy
194,928
+10,783
+6% +$768K 3.74% 5
2023
Q4 		$13M Sell
184,145
-47
-0% -$3.1K 3.19% 5
2023
Q3 		$11.7M Buy
+184,192
New +$12.3M 3.09% 5

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

Liquid Strategies's IEFA Position: Q2 2026 in Review

Liquid Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, buying an estimated $5.29M and bringing the position to 347,344 shares worth $33.5M. The position accounts for 4.58% of the portfolio, ranked #5.

Liquid Strategies first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Liquid Strategies held 347,344 shares of iShares Core MSCI EAFE ETF worth $33.5M as of Q2 2026.
  • Liquid Strategies bought 55,069 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.29M.
  • iShares Core MSCI EAFE ETF made up 4.58% of Liquid Strategies's portfolio in Q2 2026, its #5 holding.
  • Liquid Strategies first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Liquid Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.