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

Maltin 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	$744K	Buy	7,702 +239	+3%	+$23K	0.25%	75
2026 Q1	$676K	Sell	7,463 -274	-4%	-$25.6K	0.26%	70
2025 Q4	$692K	Buy	7,737 +318	+4%	+$28.1K	0.28%	71
2025 Q3	$648K	Buy	7,419 +55	+0.7%	+$4.67K	0.27%	70
2025 Q2	$615K	Buy	7,364 +61	+0.8%	+$4.84K	0.28%	72
2025 Q1	$552K	Buy	7,303 +111	+2%	+$8.3K	0.26%	74
2024 Q4	$505K	Buy	7,192 +121	+2%	+$8.93K	0.25%	77
2024 Q3	$552K	Buy	+7,071	New	+$529K	0.27%	73
2022 Q4	–	Sell	-5,620	Closed	-$296K	–	107
2022 Q3	$296K	Buy	+5,620	New	+$330K	0.23%	89
2022 Q2	–	Sell	-115,308	Closed	-$8.02M	–	119
2022 Q1	$8.02M	Buy	115,308 +5,079	+5%	+$359K	5.3%	2
2021 Q4	$8.23M	Buy	110,229 +5,357	+5%	+$403K	4.95%	3
2021 Q3	$7.79M	Buy	104,872 +1,697	+2%	+$129K	4.78%	4
2021 Q2	$7.72M	Buy	103,175 +6,787	+7%	+$512K	4.69%	4
2021 Q1	$6.95M	Buy	96,388 +8,644	+10%	+$618K	4.5%	4
2020 Q4	$6.06M	Buy	87,744 +2,387	+3%	+$154K	4.25%	5
2020 Q3	$5.14M	Buy	85,357 +8,012	+10%	+$483K	3.66%	6
2020 Q2	$4.42M	Buy	77,345 +202	+0.3%	+$10.9K	3.34%	5
2020 Q1	$3.85M	Sell	77,143 -7,301	-9%	-$434K	3.27%	5
2019 Q4	$5.51M	Buy	+84,444	New	+$5.36M	3.56%	7

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

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

Maltin Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, buying an estimated $23K and bringing the position to 7,702 shares worth $744K. The position accounts for 0.25% of the portfolio, ranked #75.

Maltin Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.23M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Maltin Wealth Management held 7,702 shares of iShares Core MSCI EAFE ETF worth $744K as of Q2 2026.
Maltin Wealth Management bought 239 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $23K.
iShares Core MSCI EAFE ETF made up 0.25% of Maltin Wealth Management's portfolio in Q2 2026, its #75 holding.
Maltin Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 19 quarters since.
Maltin Wealth Management's iShares Core MSCI EAFE ETF position peaked at $8.23M in Q4 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.