MWA
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Martel Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Martel 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 		$24.6M Sell
254,771
-4,489
-2% -$431K 3.87% 5
2026
Q1 		$23.5M Sell
259,260
-9,849
-4% -$919K 4% 5
2025
Q4 		$24.1M Sell
269,109
-4,950
-2% -$438K 4.11% 5
2025
Q3 		$23.9M Sell
274,059
-5,993
-2% -$509K 4.19% 5
2025
Q2 		$23.4M Sell
280,052
-14,062
-5% -$1.12M 4.33% 5
2025
Q1 		$22.2M Buy
294,114
+10,043
+4% +$751K 4.43% 5
2024
Q4 		$20M Sell
284,071
-396
-0.1% -$29.2K 3.9% 5
2024
Q3 		$21.9M Buy
284,467
+2,024
+0.7% +$152K 4.48% 5
2024
Q2 		$20.5M Buy
282,443
+1,210
+0.4% +$89K 4.4% 5
2024
Q1 		$20.9M Sell
281,233
-1,453
-0.5% -$103K 4.53% 5
2023
Q4 		$19.9M Buy
282,686
+3,029
+1% +$200K 4.52% 5
2023
Q3 		$18M Sell
279,657
-12
-0% -$803 4.48% 5
2023
Q2 		$18.9M Buy
279,669
+64,990
+30% +$4.41M 4.58% 5
2023
Q1 		$14.4M Buy
214,679
+14,834
+7% +$972K 3.66% 6
2022
Q4 		$12.3M Buy
199,845
+102,773
+106% +$6.05M 3.34% 7
2022
Q3 		$5.11M Buy
97,072
+33,465
+53% +$1.97M 1.46% 12
2022
Q2 		$3.74M Buy
63,607
+23,292
+58% +$1.49M 1.02% 14
2022
Q1 		$2.8M Buy
40,315
+3,021
+8% +$214K 0.68% 18
2021
Q4 		$2.78M Buy
37,294
+648
+2% +$48.7K 0.66% 18
2021
Q3 		$2.72M Buy
36,646
+1,205
+3% +$91.7K 0.68% 18
2021
Q2 		$2.65M Buy
35,441
+1,481
+4% +$112K 0.67% 19
2021
Q1 		$2.45M Buy
33,960
+1,132
+3% +$80.9K 0.68% 18
2020
Q4 		$2.27M Buy
32,828
+4,038
+14% +$261K 0.66% 20
2020
Q3 		$1.74M Sell
28,790
-352
-1% -$21.2K 0.56% 20
2020
Q2 		$1.67M Sell
29,142
-1,000
-3% -$54.2K 0.58% 19
2020
Q1 		$1.5M Buy
30,142
+6,202
+26% +$369K 0.59% 17
2019
Q4 		$1.56M Buy
23,940
+550
+2% +$34.9K 0.54% 20
2019
Q3 		$1.43M Buy
23,390
+870
+4% +$52.5K 0.52% 20
2019
Q2 		$1.38M Buy
22,520
+892
+4% +$54.7K 0.5% 20
2019
Q1 		$1.31M Buy
21,628
+989
+5% +$58.4K 0.49% 21
2018
Q4 		$1.14M Buy
20,639
+2,680
+15% +$157K 0.47% 21
2018
Q3 		$1.15M Buy
+17,959
New +$1.14M 0.44% 22

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Martel Wealth Advisors's IEFA Position: Q2 2026 in Review

Martel Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, selling an estimated $431K and leaving 254,771 shares worth $24.6M. The position accounts for 3.87% of the portfolio, ranked #5.

Martel Wealth Advisors first reported a position in IEFA in Q3 2018 and has held it in 32 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Martel Wealth Advisors held 254,771 shares of iShares Core MSCI EAFE ETF worth $24.6M as of Q2 2026.
  • Martel Wealth Advisors sold 4,489 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $431K.
  • iShares Core MSCI EAFE ETF made up 3.87% of Martel Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Martel Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 32 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.