Matthew Hamilton Rosenberg’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Matthew Hamilton Rosenberg’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	$494K	Buy	5,116 +685	+15%	+$65.8K	0.09%	110
2026 Q1	$401K	Sell	4,431 -355	-7%	-$33.1K	0.08%	115
2025 Q4	$428K	Sell	4,786 -288	-6%	-$25.5K	0.09%	100
2025 Q3	$443K	Sell	5,074 -185	-4%	-$15.7K	0.1%	97
2025 Q2	$439K	Buy	5,259 +454	+9%	+$36K	0.1%	89
2025 Q1	$363K	Sell	4,805 -395	-8%	-$29.5K	0.09%	99
2024 Q4	$365K	Sell	5,200 -53	-1%	-$3.91K	0.1%	98
2024 Q3	$410K	Buy	5,253 +57	+1%	+$4.27K	0.11%	87
2024 Q2	$378K	Buy	5,196 +2,575	+98%	+$189K	0.11%	89
2024 Q1	$194K	Sell	2,621 -37	-1%	-$2.63K	0.06%	193
2023 Q4	$187K	Buy	2,658 +83	+3%	+$5.47K	0.06%	191
2023 Q3	$166K	Buy	2,575 +39	+2%	+$2.61K	0.06%	201
2023 Q2	$171K	Sell	2,536 -8,292	-77%	-$562K	0.06%	199
2023 Q1	$724K	Buy	10,828 +47	+0.4%	+$3.08K	0.23%	51
2022 Q4	$665K	Sell	10,781 -1,903	-15%	-$112K	0.23%	57
2022 Q3	$668K	Sell	12,684 -4,499	-26%	-$265K	0.26%	52
2022 Q2	$1.01M	Buy	17,183 +1,366	+9%	+$87.6K	0.38%	42
2022 Q1	$1.1M	Buy	15,817 +4,363	+38%	+$309K	0.38%	42
2021 Q4	$855K	Buy	11,454 +56	+0.5%	+$4.21K	0.3%	49
2021 Q3	$846K	Buy	11,398 +11,309	+12,707%	+$860K	0.33%	42
2021 Q2	$7K	Hold	89	–	–	﹤0.01%	534
2021 Q1	$6K	Sell	89 -6	-6%	-$429	﹤0.01%	518
2020 Q4	$6K	Sell	95 -6	-6%	-$388	﹤0.01%	502
2020 Q3	$6K	Hold	101	–	–	﹤0.01%	487
2020 Q2	$6K	Sell	101 -2,446	-96%	-$133K	﹤0.01%	509
2020 Q1	$128K	Buy	+2,547	New	+$152K	0.13%	94

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

Matthew Hamilton Rosenberg's IEFA Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, buying an estimated $65.8K and bringing the position to 5,116 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #110.

Matthew Hamilton Rosenberg first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.1M in Q1 2022. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Matthew Hamilton Rosenberg held 5,116 shares of iShares Core MSCI EAFE ETF worth $494K as of Q2 2026.
Matthew Hamilton Rosenberg bought 685 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $65.8K.
iShares Core MSCI EAFE ETF made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #110 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's iShares Core MSCI EAFE ETF position peaked at $1.1M in Q1 2022.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.