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

Maia Wealth’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	$1.21M	Sell	12,494 -1,266	-9%	-$122K	0.18%	141
2026 Q1	$1.25M	Buy	13,760 +248	+2%	+$23.1K	0.21%	129
2025 Q4	$1.31M	Sell	13,512 -363	-3%	-$32.1K	0.22%	119
2025 Q3	$1.23M	Sell	13,875 -1,473	-10%	-$125K	0.21%	120
2025 Q2	$1.28M	Sell	15,348 -2,801	-15%	-$222K	0.24%	109
2025 Q1	$1.35M	Sell	18,149 -3,380	-16%	-$253K	0.31%	82
2024 Q4	$1.58M	Buy	21,529 +2,537	+13%	+$187K	0.34%	71
2024 Q3	$1.42M	Buy	18,992 +39	+0.2%	+$2.92K	0.35%	71
2024 Q2	$1.42M	Buy	+18,953	New	+$1.39M	0.43%	58
2023 Q4	$1.16M	Buy	+16,424	New	+$1.08M	0.47%	51

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Maia Wealth's IEFA Position: Q2 2026 in Review

Maia Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.2% in Q2 2026, selling an estimated $122K and leaving 12,494 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #141.

Maia Wealth first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2024. 1,064 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Maia Wealth held 12,494 shares of iShares Core MSCI EAFE ETF worth $1.21M as of Q2 2026.
Maia Wealth sold 1,266 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $122K.
iShares Core MSCI EAFE ETF made up 0.18% of Maia Wealth's portfolio in Q2 2026, its #141 holding.
Maia Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares Core MSCI EAFE ETF position peaked at $1.58M in Q4 2024.
1,064 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.