Measured Wealth Private Client Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Measured Wealth Private Client Group’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	$291K	Sell	3,008 -64	-2%	-$6.15K	0.07%	154
2026 Q1	$278K	Hold	3,072	–	–	0.08%	149
2025 Q4	$275K	Buy	3,072 +64	+2%	+$5.66K	0.07%	150
2025 Q3	$263K	Hold	3,008	–	–	0.07%	149
2025 Q2	$251K	Sell	3,008 -36	-1%	-$2.86K	0.08%	157
2025 Q1	$230K	Sell	3,044 -1,322	-30%	-$98.9K	0.07%	156
2024 Q4	$307K	Buy	+4,366	New	+$322K	0.1%	137
2018 Q4	–	Sell	-491	Closed	-$31K	–	382
2018 Q3	$31K	Buy	+491	New	+$31.3K	0.02%	445

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

Measured Wealth Private Client Group's IEFA Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q2 2026, selling an estimated $6.15K and leaving 3,008 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #154.

Measured Wealth Private Client Group first reported a position in IEFA in Q3 2018 and has held it in 8 quarters since. The position peaked at $307K in Q4 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Measured Wealth Private Client Group held 3,008 shares of iShares Core MSCI EAFE ETF worth $291K as of Q2 2026.
Measured Wealth Private Client Group sold 64 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.15K.
iShares Core MSCI EAFE ETF made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #154 holding.
Measured Wealth Private Client Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's iShares Core MSCI EAFE ETF position peaked at $307K in Q4 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.