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

Marion 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	$33.2M	Buy	343,708 +4,729	+1%	+$454K	6.75%	2
2026 Q1	$30.7M	Sell	338,979 -5,958	-2%	-$556K	6.8%	2
2025 Q4	$32.2M	Buy	344,937 +1,621	+0.5%	+$143K	7.15%	2
2025 Q3	$30M	Buy	343,316 +652	+0.2%	+$55.4K	7.11%	2
2025 Q2	$28.6M	Buy	342,664 +3,014	+0.9%	+$239K	7.16%	2
2025 Q1	$25.7M	Sell	339,650 -955	-0.3%	-$71.4K	6.86%	2
2024 Q4	$23.9M	Buy	340,605 +8,618	+3%	+$636K	6.35%	2
2024 Q3	$25.9M	Buy	331,987 +13,547	+4%	+$1.01M	6.91%	2
2024 Q2	$23.1M	Buy	318,440 +3,818	+1%	+$281K	6.79%	2
2024 Q1	$23.4M	Sell	314,622 -2,256	-0.7%	-$161K	6.97%	2
2023 Q4	$22.3M	Buy	316,878 +10,204	+3%	+$673K	7.13%	2
2023 Q3	$19.7M	Buy	306,674 +6,291	+2%	+$421K	6.95%	3
2023 Q2	$20.3M	Buy	300,383 +4,191	+1%	+$284K	7.2%	3
2023 Q1	$19.8M	Buy	296,192 +12,517	+4%	+$821K	7.39%	3
2022 Q4	$17.5M	Buy	283,675 +54,645	+24%	+$3.22M	7.37%	2
2022 Q3	$12.1M	Buy	+229,030	New	+$13.5M	6.19%	3

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

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

Marion Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, buying an estimated $454K and bringing the position to 343,708 shares worth $33.2M. The position accounts for 6.75% of the portfolio, ranked #2.

Marion Wealth Management first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Marion Wealth Management held 343,708 shares of iShares Core MSCI EAFE ETF worth $33.2M as of Q2 2026.
Marion Wealth Management bought 4,729 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $454K.
iShares Core MSCI EAFE ETF made up 6.75% of Marion Wealth Management's portfolio in Q2 2026, its #2 holding.
Marion Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.