MASECO Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MASECO Private Wealth’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	$2.47M	Sell	25,570 -2,038	-7%	-$196K	0.07%	43
2026 Q1	$2.5M	Sell	27,608 -3,451	-11%	-$322K	0.08%	42
2025 Q4	$2.78M	Sell	31,059 -1,187	-4%	-$105K	0.12%	35
2025 Q3	$2.81M	Sell	32,246 -3,191	-9%	-$271K	0.14%	28
2025 Q2	$2.96M	Buy	+35,437	New	+$2.81M	0.11%	42

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

MASECO Private Wealth's IEFA Position: Q2 2026 in Review

MASECO Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.4% in Q2 2026, selling an estimated $196K and leaving 25,570 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #43.

MASECO Private Wealth first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.96M in Q2 2025. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MASECO Private Wealth held 25,570 shares of iShares Core MSCI EAFE ETF worth $2.47M as of Q2 2026.
MASECO Private Wealth sold 2,038 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $196K.
iShares Core MSCI EAFE ETF made up 0.07% of MASECO Private Wealth's portfolio in Q2 2026, its #43 holding.
MASECO Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's iShares Core MSCI EAFE ETF position peaked at $2.96M in Q2 2025.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.