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

MBL 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 		$30.5M Buy
316,152
+3,293
+1% +$316K 2.08% 11
2026
Q1 		$28.3M Buy
312,859
+5,385
+2% +$503K 2.14% 11
2025
Q4 		$27.5M Buy
307,474
+3,788
+1% +$335K 2.2% 12
2025
Q3 		$26.5M Buy
303,686
+2,931
+1% +$249K 2.32% 11
2025
Q2 		$25.1M Buy
300,755
+6,037
+2% +$479K 2.4% 11
2025
Q1 		$22.3M Buy
294,718
+1,414
+0.5% +$106K 2.25% 13
2024
Q4 		$20.6M Buy
293,304
+7,451
+3% +$550K 2.07% 14
2024
Q3 		$22.3M Buy
285,853
+5,027
+2% +$376K 2.4% 13
2024
Q2 		$20.4M Buy
280,826
+6,142
+2% +$452K 2.28% 14
2024
Q1 		$20.4M Buy
274,684
+4,858
+2% +$346K 2.31% 13
2023
Q4 		$19M Buy
269,826
+11,104
+4% +$732K 2.37% 14
2023
Q3 		$16.6M Sell
258,722
-1,723
-0.7% -$115K 2.34% 13
2023
Q2 		$17.6M Buy
260,445
+3,842
+1% +$261K 2.48% 11
2023
Q1 		$17.2M Buy
256,603
+43,060
+20% +$2.82M 2.68% 11
2022
Q4 		$13.2M Sell
213,543
-46,644
-18% -$2.75M 2.52% 10
2022
Q3 		$13.7M Buy
260,187
+27,471
+12% +$1.62M 2.96% 9
2022
Q2 		$13.7M Buy
232,716
+8,229
+4% +$528K 3.41% 6
2022
Q1 		$15.6M Buy
+224,487
New +$15.9M 3.81% 5
2021
Q3 		$14.9M Buy
+200,383
New +$15.2M 5.15% 4
2021
Q1 		$11.3M Buy
156,667
+5,232
+3% +$374K 3.94% 4
2020
Q4 		$10.5M Buy
+151,435
New +$9.79M 4.14% 5

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MBL Wealth's IEFA Position: Q2 2026 in Review

MBL Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $316K and bringing the position to 316,152 shares worth $30.5M. The position accounts for 2.08% of the portfolio, ranked #11.

MBL Wealth first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • MBL Wealth held 316,152 shares of iShares Core MSCI EAFE ETF worth $30.5M as of Q2 2026.
  • MBL Wealth bought 3,293 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $316K.
  • iShares Core MSCI EAFE ETF made up 2.08% of MBL Wealth's portfolio in Q2 2026, its #11 holding.
  • MBL Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.