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 Q2	$6.03M	Sell	62,460 -30	-0%	-$2.88K	0.62%	64
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 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

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

Marietta Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.05% in Q2 2026, selling an estimated $2.88K and leaving 62,460 shares worth $6.03M. The position accounts for 0.62% of the portfolio, ranked #64.

Marietta Wealth Management first reported a position in IEFA in Q2 2018 and has held it in 33 quarters since. The position peaked at $17.4M in Q2 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Marietta Wealth Management held 62,460 shares of iShares Core MSCI EAFE ETF worth $6.03M as of Q2 2026.
Marietta Wealth Management sold 30 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.88K.
iShares Core MSCI EAFE ETF made up 0.62% of Marietta Wealth Management's portfolio in Q2 2026, its #64 holding.
Marietta Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 33 quarters since.
Marietta Wealth Management's iShares Core MSCI EAFE ETF position peaked at $17.4M in Q2 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.