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LPWM LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LPWM LLC’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 		$21.9M Buy
226,644
+12,649
+6% +$1.21M 4.86% 5
2026
Q1 		$19.4M Buy
213,995
+17,803
+9% +$1.66M 4.89% 5
2025
Q4 		$17.6M Buy
196,192
+5,031
+3% +$445K 4.43% 4
2025
Q3 		$16.7M Buy
191,161
+6,521
+4% +$554K 4.45% 5
2025
Q2 		$15.4M Sell
184,640
-8,431
-4% -$669K 4.5% 5
2025
Q1 		$14.6M Buy
193,071
+3,868
+2% +$289K 4.7% 5
2024
Q4 		$13.3M Buy
189,203
+30,580
+19% +$2.26M 4.27% 4
2024
Q3 		$12.1M Buy
158,623
+1,337
+0.9% +$100K 3.97% 5
2024
Q2 		$11.6M Buy
157,286
+2,548
+2% +$187K 4.01% 5
2024
Q1 		$11.3M Buy
154,738
+4,784
+3% +$341K 4.14% 5
2023
Q4 		$10.4M Buy
149,954
+4,697
+3% +$310K 4.1% 5
2023
Q3 		$9.21M Buy
145,257
+3,946
+3% +$264K 4.14% 6
2023
Q2 		$9.54M Sell
141,311
-12,601
-8% -$855K 4.21% 6
2023
Q1 		$10.3M Buy
153,912
+3,171
+2% +$208K 4.95% 5
2022
Q4 		$9.7M Sell
150,741
-16,383
-10% -$964K 5.22% 5
2022
Q3 		$8.8M Sell
167,124
-995
-0.6% -$58.5K 5.25% 5
2022
Q2 		$9.88M Sell
168,119
-37,182
-18% -$2.39M 5.51% 5
2022
Q1 		$14.1M Buy
205,301
+9,166
+5% +$648K 7.03% 4
2021
Q4 		$14.6M Buy
196,135
+8,041
+4% +$604K 7.77% 4
2021
Q3 		$14M Buy
188,094
+4,715
+3% +$359K 8.31% 4
2021
Q2 		$13.9M Buy
183,379
+8,251
+5% +$623K 8.32% 4
2021
Q1 		$12.8M Buy
175,128
+5,109
+3% +$365K 8.61% 4
2020
Q4 		$11.7M Sell
170,019
-12,817
-7% -$829K 8.77% 4
2020
Q3 		$11.1M Buy
182,836
+8,711
+5% +$525K 9% 4
2020
Q2 		$9.95M Sell
174,125
-8,020
-4% -$435K 9.08% 4
2020
Q1 		$9.09M Sell
182,145
-29,262
-14% -$1.74M 9.9% 4
2019
Q4 		$13.8M Buy
+211,407
New +$13.4M 12.75% 3

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

LPWM LLC's IEFA Position: Q2 2026 in Review

LPWM LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.9% in Q2 2026, buying an estimated $1.21M and bringing the position to 226,644 shares worth $21.9M. The position accounts for 4.86% of the portfolio, ranked #5.

LPWM LLC first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • LPWM LLC held 226,644 shares of iShares Core MSCI EAFE ETF worth $21.9M as of Q2 2026.
  • LPWM LLC bought 12,649 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.21M.
  • iShares Core MSCI EAFE ETF made up 4.86% of LPWM LLC's portfolio in Q2 2026, its #5 holding.
  • LPWM LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.