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

MGB 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
2025
Q4 		$497K Hold
5,554
– – 0.14% 123
2025
Q3 		$484K Buy
5,554
+4,466
+410% +$379K 0.14% 128
2025
Q2 		$90.6K Buy
+1,088
New +$86.3K 0.03% 245

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGB Wealth Management's IEFA Position: Q4 2025 in Review

MGB Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2025 at 5,554 shares worth $497K. The position accounts for 0.14% of the portfolio, ranked #123.

MGB Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 3 quarters since. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • MGB Wealth Management held 5,554 shares of iShares Core MSCI EAFE ETF worth $497K as of Q4 2025.
  • MGB Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2025.
  • iShares Core MSCI EAFE ETF made up 0.14% of MGB Wealth Management's portfolio in Q4 2025, its #123 holding.
  • MGB Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.