McGlone Suttner Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McGlone Suttner Wealth Management’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	$971K	Sell	10,052 -1,353	-12%	-$130K	0.11%	88
2026 Q1	$1.03M	Hold	11,405	–	–	0.14%	77
2025 Q4	$1.02M	Buy	11,405 +53	+0.5%	+$4.69K	0.14%	75
2025 Q3	$991K	Hold	11,352	–	–	0.14%	73
2025 Q2	$948K	Sell	11,352 -2,354	-17%	-$187K	0.14%	72
2025 Q1	$1.04M	Sell	13,706 -1	-0%	-$75	0.17%	67
2024 Q4	$963K	Sell	13,707 -1,404	-9%	-$104K	0.16%	64
2024 Q3	$1.18M	Sell	15,111 -7,792	-34%	-$583K	0.25%	52
2024 Q2	$1.61M	Buy	22,903 +4,691	+26%	+$345K	0.33%	30
2024 Q1	$1.35M	Sell	18,212 -4,691	-20%	-$334K	0.25%	46
2023 Q4	$1.61M	Sell	22,903 -2,929	-11%	-$193K	0.32%	30
2023 Q3	$1.66M	Sell	25,832 -6,727	-21%	-$450K	0.39%	25
2023 Q2	$2.2M	Sell	32,559 -2,005	-6%	-$136K	0.5%	21
2023 Q1	$2.31M	Sell	34,564 -5,292	-13%	-$347K	0.59%	20
2022 Q4	$2.46M	Buy	+39,856	New	+$2.35M	0.78%	21

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

McGlone Suttner Wealth Management's IEFA Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, selling an estimated $130K and leaving 10,052 shares worth $971K. The position accounts for 0.11% of the portfolio, ranked #88.

McGlone Suttner Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.46M in Q4 2022. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

McGlone Suttner Wealth Management held 10,052 shares of iShares Core MSCI EAFE ETF worth $971K as of Q2 2026.
McGlone Suttner Wealth Management sold 1,353 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $130K.
iShares Core MSCI EAFE ETF made up 0.11% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #88 holding.
McGlone Suttner Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.46M in Q4 2022.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.