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

Melfa 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	$380K	Buy	3,936 +83	+2%	+$7.97K	0.2%	100
2026 Q1	$349K	Buy	3,853 +272	+8%	+$25.4K	0.2%	109
2025 Q4	$320K	Buy	3,581 +34	+1%	+$3.01K	0.18%	121
2025 Q3	$310K	Buy	3,547 +27	+0.8%	+$2.29K	0.18%	126
2025 Q2	$294K	Buy	3,520 +6	+0.2%	+$476	0.19%	130
2025 Q1	$266K	Buy	3,514 +70	+2%	+$5.23K	0.18%	131
2024 Q4	$242K	Buy	3,444 +21	+0.6%	+$1.55K	0.16%	143
2024 Q3	$267K	Buy	3,423 +10	+0.3%	+$749	0.18%	133
2024 Q2	$248K	Buy	3,413 +374	+12%	+$27.5K	0.17%	129
2024 Q1	$226K	Buy	+3,039	New	+$216K	0.16%	143

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

Melfa Wealth Management's IEFA Position: Q2 2026 in Review

Melfa Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, buying an estimated $7.97K and bringing the position to 3,936 shares worth $380K. The position accounts for 0.2% of the portfolio, ranked #100.

Melfa Wealth Management first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Melfa Wealth Management held 3,936 shares of iShares Core MSCI EAFE ETF worth $380K as of Q2 2026.
Melfa Wealth Management bought 83 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.97K.
iShares Core MSCI EAFE ETF made up 0.2% of Melfa Wealth Management's portfolio in Q2 2026, its #100 holding.
Melfa Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.