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Marshall & Sterling Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Marshall & Sterling Wealth 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 		$15.5K Hold
161
– – 0.01% 221
2026
Q1 		$14.6K Sell
161
-352
-69% -$32.9K 0.01% 217
2025
Q4 		$45.9K Sell
513
-1,020
-67% -$90.2K 0.03% 147
2025
Q3 		$134K Sell
1,533
-2
-0.1% -$170 0.09% 105
2025
Q2 		$128K Sell
1,535
-183
-11% -$14.5K 0.09% 102
2025
Q1 		$130K Buy
1,718
+1,204
+234% +$90K 0.09% 102
2024
Q4 		$36.1K Buy
+514
New +$37.9K 0.02% 154

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IEFA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 161 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #221.

Marshall & Sterling Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $134K in Q3 2025. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 161 shares of iShares Core MSCI EAFE ETF worth $15.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $134K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.