MWM
IEFA icon

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

Maripau 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
2025
Q3 		– Sell
-2,675
Closed -$223K – 148
2025
Q2 		$223K Sell
2,675
-849
-24% -$67.4K 0.11% 146
2025
Q1 		$267K Sell
3,524
-786
-18% -$58.8K 0.15% 110
2024
Q4 		$303K Buy
+4,310
New +$318K 0.18% 107
2024
Q3 		– Sell
-8,712
Closed -$633K – 85
2024
Q2 		$633K Sell
8,712
-1,359
-13% -$100K 0.43% 57
2024
Q1 		$748K Buy
10,071
+557
+6% +$39.6K 0.56% 43
2023
Q4 		$669K Sell
9,514
-1,596
-14% -$105K 0.58% 39
2023
Q3 		$715K Sell
11,110
-122
-1% -$8.17K 0.66% 36
2023
Q2 		$758K Buy
11,232
+1,807
+19% +$123K 0.67% 32
2023
Q1 		$630K Buy
9,425
+705
+8% +$46.2K 0.66% 38
2022
Q4 		$575K Buy
8,720
+484
+6% +$28.5K 0.6% 40
2022
Q3 		$459K Buy
8,236
+2,330
+39% +$137K 0.5% 49
2022
Q2 		$367K Buy
+5,906
New +$379K 0.4% 51

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 $501B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return