Market Street Wealth Management Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Market Street Wealth Management Advisors’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	$1.36M	Sell	14,095 -276	-2%	-$26.5K	0.19%	52
2026 Q1	$1.3M	Sell	14,371 -631	-4%	-$58.9K	0.21%	51
2025 Q4	$1.34M	Hold	15,002	–	–	0.21%	50
2025 Q3	$1.31M	Sell	15,002 -260	-2%	-$22.1K	0.21%	49
2025 Q2	$1.27M	Sell	15,262 -1,822	-11%	-$145K	0.21%	49
2025 Q1	$1.29M	Sell	17,084 -270	-2%	-$20.2K	0.22%	49
2024 Q4	$1.22M	Hold	17,354	–	–	0.2%	49
2024 Q3	$1.35M	Sell	17,354 -354	-2%	-$26.5K	0.22%	47
2024 Q2	$1.29M	Sell	17,708 -929	-5%	-$68.4K	0.22%	46
2024 Q1	$1.38M	Sell	18,637 -5,513	-23%	-$392K	0.24%	45
2023 Q4	$1.7M	Sell	24,150 -5,141	-18%	-$339K	0.36%	39
2023 Q3	$1.88M	Sell	29,291 -988	-3%	-$66.2K	0.48%	36
2023 Q2	$2.04M	Sell	30,279 -210	-0.7%	-$14.2K	0.52%	33
2023 Q1	$2.04M	Sell	30,489 -720	-2%	-$47.2K	0.54%	32
2022 Q4	$1.92M	Buy	31,209 +580	+2%	+$34.1K	0.56%	36
2022 Q3	$1.61M	Buy	30,629 +1,932	+7%	+$114K	0.51%	43
2022 Q2	$1.69M	Sell	28,697 -3,862	-12%	-$248K	0.52%	42
2022 Q1	$2.26M	Buy	32,559 +4,772	+17%	+$338K	0.8%	25
2021 Q4	$2.07M	Buy	27,787 +135	+0.5%	+$10.1K	0.68%	28
2021 Q3	$2.05M	Hold	27,652	–	–	0.81%	25
2021 Q2	$2.07M	Sell	27,652 -999	-3%	-$75.4K	0.91%	26
2021 Q1	$2.06M	Sell	28,651 -61	-0.2%	-$4.36K	1.22%	22
2020 Q4	$1.98M	Sell	28,712 -2,123	-7%	-$137K	1.55%	17
2020 Q3	$1.86M	Sell	30,835 -2,211	-7%	-$133K	1.66%	17
2020 Q2	$1.89M	Sell	33,046 -163	-0.5%	-$8.83K	1.72%	19
2020 Q1	$1.66M	Buy	+33,209	New	+$1.98M	1.79%	18

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Market Street Wealth Management Advisors's IEFA Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, selling an estimated $26.5K and leaving 14,095 shares worth $1.36M. The position accounts for 0.19% of the portfolio, ranked #52.

Market Street Wealth Management Advisors first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.26M in Q1 2022. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Market Street Wealth Management Advisors held 14,095 shares of iShares Core MSCI EAFE ETF worth $1.36M as of Q2 2026.
Market Street Wealth Management Advisors sold 276 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.5K.
iShares Core MSCI EAFE ETF made up 0.19% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #52 holding.
Market Street Wealth Management Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
Market Street Wealth Management Advisors's iShares Core MSCI EAFE ETF position peaked at $2.26M in Q1 2022.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.