Milestone Asset Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Milestone Asset Management 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	$1.95M	Buy	20,182 +222	+1%	+$21.3K	0.98%	31
2026 Q1	$1.81M	Sell	19,960 -600	-3%	-$56K	1.06%	31
2025 Q4	$1.84M	Buy	20,560 +629	+3%	+$55.6K	1.04%	31
2025 Q3	$1.74M	Buy	19,931 +608	+3%	+$51.7K	1.09%	29
2025 Q2	$1.61M	Buy	19,323 +522	+3%	+$41.4K	1.19%	29
2025 Q1	$1.42M	Sell	18,801 -219	-1%	-$16.4K	1.29%	29
2024 Q4	$1.34M	Buy	+19,020	New	+$1.4M	1.19%	27

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

Milestone Asset Management Group's IEFA Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $21.3K and bringing the position to 20,182 shares worth $1.95M. The position accounts for 0.98% of the portfolio, ranked #31.

Milestone Asset Management Group first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Milestone Asset Management Group held 20,182 shares of iShares Core MSCI EAFE ETF worth $1.95M as of Q2 2026.
Milestone Asset Management Group bought 222 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21.3K.
iShares Core MSCI EAFE ETF made up 0.98% of Milestone Asset Management Group's portfolio in Q2 2026, its #31 holding.
Milestone Asset Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.