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

Marietta 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
Q1 		$5.66M Sell
62,490
-1,658
-3% -$155K 0.67% 66
2025
Q4 		$5.74M Sell
64,148
-2,104
-3% -$186K 0.66% 65
2025
Q3 		$5.78M Sell
66,252
-142,069
-68% -$12.1M 0.71% 66
2025
Q2 		$17.4M Buy
208,321
+3,070
+1% +$244K 2.27% 9
2025
Q1 		$15.5M Buy
205,251
+10,720
+6% +$802K 2.28% 7
2024
Q4 		$13.7M Buy
194,531
+4,116
+2% +$304K 1.96% 13
2024
Q3 		$14.9M Buy
190,415
+5,573
+3% +$417K 2.16% 10
2024
Q2 		$13.4M Buy
184,842
+12,374
+7% +$911K 2.09% 11
2024
Q1 		$12.8M Buy
172,468
+7,355
+4% +$524K 2.11% 9
2023
Q4 		$11.6M Buy
165,113
+3,597
+2% +$237K 2.07% 10
2023
Q3 		$10.4M Buy
161,516
+34,265
+27% +$2.29M 2.06% 9
2023
Q2 		$8.59M Buy
127,251
+8,250
+7% +$559K 1.62% 12
2023
Q1 		$7.96M Buy
119,001
+17,421
+17% +$1.14M 1.69% 10
2022
Q4 		$6.26M Buy
101,580
+10,016
+11% +$589K 1.42% 21
2022
Q3 		$4.82M Buy
91,564
+17,115
+23% +$1.01M 1.2% 34
2022
Q2 		$4.38M Sell
74,449
-1,194
-2% -$76.6K 1.06% 42
2022
Q1 		$5.26M Buy
75,643
+5,469
+8% +$387K 1.1% 37
2021
Q4 		$5.24M Buy
70,174
+6,681
+11% +$502K 1.05% 38
2021
Q3 		$4.71M Buy
63,493
+4,723
+8% +$359K 1.03% 40
2021
Q2 		$4.4M Buy
58,770
+5,407
+10% +$408K 0.99% 42
2021
Q1 		$3.85M Buy
53,363
+3,392
+7% +$242K 0.96% 44
2020
Q4 		$3.45M Buy
49,971
+1,929
+4% +$125K 0.95% 46
2020
Q3 		$2.9M Buy
48,042
+5,715
+14% +$345K 0.9% 52
2020
Q2 		$2.42M Sell
42,327
-15,603
-27% -$846K 0.83% 56
2020
Q1 		$2.89M Sell
57,930
-907
-2% -$54K 1.13% 37
2019
Q4 		$3.84M Buy
58,837
+472
+0.8% +$29.9K 1.27% 30
2019
Q3 		$3.56M Sell
58,365
-25,876
-31% -$1.56M 1.3% 29
2019
Q2 		$5.17M Sell
84,241
-517
-0.6% -$31.7K 2.01% 10
2019
Q1 		$5.15M Buy
84,758
+12,759
+18% +$753K 2.12% 10
2018
Q4 		$3.96M Sell
71,999
-2,593
-3% -$152K 1.89% 11
2018
Q3 		$4.78M Buy
74,592
+28,050
+60% +$1.79M 2.11% 8
2018
Q2 		$2.95M Buy
+46,542
New +$3.08M 1.44% 21

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marietta Wealth Management's IEFA Position: Q1 2026 in Review

Marietta Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q1 2026, selling an estimated $155K and leaving 62,490 shares worth $5.66M. The position accounts for 0.67% of the portfolio, ranked #66.

Marietta Wealth Management first reported a position in IEFA in Q2 2018 and has held it in 32 quarters since. The position peaked at $17.4M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Marietta Wealth Management held 62,490 shares of iShares Core MSCI EAFE ETF worth $5.66M as of Q1 2026.
  • Marietta Wealth Management sold 1,658 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $155K.
  • iShares Core MSCI EAFE ETF made up 0.67% of Marietta Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Marietta Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 32 quarters since.
  • Marietta Wealth Management's iShares Core MSCI EAFE ETF position peaked at $17.4M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.