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

Members 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 		$3.34M Buy
34,539
+1,189
+4% +$114K 1.83% 12
2026
Q1 		$3.18M Buy
33,350
+3,137
+10% +$293K 1.9% 13
2025
Q4 		$2.84M Buy
30,213
+2,433
+9% +$215K 1.78% 13
2025
Q3 		$2.44M Buy
+27,780
New +$2.36M 1.55% 18
2025
Q1 		$943K Buy
12,464
+1,893
+18% +$142K 0.71% 35
2024
Q4 		$793K Buy
+10,571
New +$780K 0.59% 40
2024
Q2 		$1.84M Buy
+22,140
New +$1.63M 1.24% 22

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Members Wealth's IEFA Position: Q2 2026 in Review

Members Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q2 2026, buying an estimated $114K and bringing the position to 34,539 shares worth $3.34M. The position accounts for 1.83% of the portfolio, ranked #12.

Members Wealth first reported a position in IEFA in Q2 2024 and has held it in 7 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Members Wealth held 34,539 shares of iShares Core MSCI EAFE ETF worth $3.34M as of Q2 2026.
  • Members Wealth bought 1,189 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $114K.
  • iShares Core MSCI EAFE ETF made up 1.83% of Members Wealth's portfolio in Q2 2026, its #12 holding.
  • Members Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.