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

Merkkuri Wealth Advisors’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	$5.44M	Buy	56,333 +5,985	+12%	+$575K	3.38%	7
2026 Q1	$4.56M	Buy	50,348 +15	+0%	+$1.4K	3.02%	8
2025 Q4	$4.5M	Sell	50,333 -1,378	-3%	-$122K	3.06%	8
2025 Q3	$4.51M	Buy	51,711 +2,048	+4%	+$174K	3.28%	8
2025 Q2	$4.15M	Buy	49,663 +8,724	+21%	+$692K	3.15%	9
2025 Q1	$3.1M	Sell	40,939 -15,828	-28%	-$1.18M	2.65%	12
2024 Q4	$3.99M	Sell	56,767 -22,263	-28%	-$1.64M	3.16%	9
2024 Q3	$6.17M	Buy	79,030 +6,952	+10%	+$520K	4.87%	4
2024 Q2	$5.24M	Buy	+72,078	New	+$5.3M	4.82%	5

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

Merkkuri Wealth Advisors's IEFA Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $575K and bringing the position to 56,333 shares worth $5.44M. The position accounts for 3.38% of the portfolio, ranked #7.

Merkkuri Wealth Advisors first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.17M in Q3 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Merkkuri Wealth Advisors held 56,333 shares of iShares Core MSCI EAFE ETF worth $5.44M as of Q2 2026.
Merkkuri Wealth Advisors bought 5,985 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $575K.
iShares Core MSCI EAFE ETF made up 3.38% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $6.17M in Q3 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.