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

Modern 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	$10.5M	Buy	108,452 +47	+0%	+$4.51K	0.12%	175
2026 Q1	$9.96M	Sell	108,405 -7,652	-7%	-$714K	0.17%	135
2025 Q4	$10.4M	Buy	116,057 +7,455	+7%	+$659K	0.19%	125
2025 Q3	$9.48M	Sell	108,602 -416	-0.4%	-$35.3K	0.19%	126
2025 Q2	$9.1M	Buy	109,018 +6,242	+6%	+$495K	0.22%	103
2025 Q1	$7.78M	Buy	102,776 +91,322	+797%	+$6.83M	0.25%	88
2024 Q4	$805K	Buy	11,454 +3,240	+39%	+$239K	0.03%	287
2024 Q3	$641K	Sell	8,214 -125	-1%	-$9.36K	0.04%	219
2024 Q2	$606K	Sell	8,339 -88	-1%	-$6.48K	0.04%	194
2024 Q1	$625K	Buy	+8,427	New	+$600K	0.06%	149

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

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

Modern Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q2 2026, buying an estimated $4.51K and bringing the position to 108,452 shares worth $10.5M. The position accounts for 0.12% of the portfolio, ranked #175.

Modern Wealth Management first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Modern Wealth Management held 108,452 shares of iShares Core MSCI EAFE ETF worth $10.5M as of Q2 2026.
Modern Wealth Management bought 47 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.51K.
iShares Core MSCI EAFE ETF made up 0.12% of Modern Wealth Management's portfolio in Q2 2026, its #175 holding.
Modern Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.