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

LongView 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	$1.55M	Sell	16,099 -1,606	-9%	-$154K	0.4%	58
2026 Q1	$1.71M	Buy	17,705 +429	+2%	+$40K	0.43%	54
2025 Q4	$1.6M	Sell	17,276 -602	-3%	-$53.2K	0.39%	62
2025 Q3	$1.56M	Sell	17,878 -3,504	-16%	-$298K	0.42%	55
2025 Q2	$1.78M	Sell	21,382 -70,284	-77%	-$5.58M	0.54%	47
2025 Q1	$6.93M	Buy	91,666 +7,575	+9%	+$566K	2.08%	11
2024 Q4	$5.91M	Buy	84,091 +9,233	+12%	+$681K	1.8%	14
2024 Q3	$5.84M	Buy	74,858 +9,374	+14%	+$702K	1.86%	13
2024 Q2	$4.76M	Buy	65,484 +9,675	+17%	+$712K	1.76%	15
2024 Q1	$4.14M	Buy	55,809 +27,108	+94%	+$1.93M	1.64%	16
2023 Q4	$1.99M	Buy	+28,701	New	+$1.89M	0.89%	29

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.1% in Q2 2026, selling an estimated $154K and leaving 16,099 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #58.

LongView Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.93M in Q1 2025. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

LongView Wealth Management held 16,099 shares of iShares Core MSCI EAFE ETF worth $1.55M as of Q2 2026.
LongView Wealth Management sold 1,606 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $154K.
iShares Core MSCI EAFE ETF made up 0.4% of LongView Wealth Management's portfolio in Q2 2026, its #58 holding.
LongView Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Core MSCI EAFE ETF position peaked at $6.93M in Q1 2025.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.