McDonald Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McDonald Partners’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	$138K	Buy	+1,434	New	+$138K	0.03%	242
2022 Q3	–	Sell	-80,951	Closed	-$4.76M	–	246
2022 Q2	$4.76M	Buy	80,951 +253	+0.3%	+$16.2K	1.22%	16
2022 Q1	$5.61M	Buy	80,698 +79,902	+10,038%	+$5.65M	1.22%	12
2021 Q4	$59.5K	Sell	796 -73,849	-99%	-$5.55M	0.06%	106
2021 Q3	$5.54M	Buy	74,645 +2,727	+4%	+$207K	1.3%	13
2021 Q2	$5.38M	Buy	71,918 +3,492	+5%	+$264K	1.27%	13
2021 Q1	$4.93M	Sell	68,426 -51	-0.1%	-$3.65K	1.27%	13
2020 Q4	$4.73M	Buy	+68,477	New	+$4.43M	1.33%	12

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

McDonald Partners's IEFA Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 1,434 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #242 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IEFA as recently as Q2 2022.

McDonald Partners first reported a position in IEFA in Q4 2020 and has held it in 8 quarters since. The position peaked at $5.61M in Q1 2022. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

McDonald Partners held 1,434 shares of iShares Core MSCI EAFE ETF worth $138K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new McDonald Partners position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #242 holding.
McDonald Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's iShares Core MSCI EAFE ETF position peaked at $5.61M in Q1 2022.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.