MFT
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Moisand Fitzgerald Tamayo’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Moisand Fitzgerald Tamayo’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 		$93.4K Buy
967
+633
+190% +$60.8K 0.01% 168
2026
Q1 		$30.2K Hold
334
– – ﹤0.01% 241
2025
Q4 		$29.9K Hold
334
– – ﹤0.01% 247
2025
Q3 		$29.2K Hold
334
– – ﹤0.01% 245
2025
Q2 		$27.9K Hold
334
– – ﹤0.01% 246
2025
Q1 		$25.3K Sell
334
-288
-46% -$21.5K ﹤0.01% 248
2024
Q4 		$43.7K Hold
622
– – 0.01% 203
2024
Q3 		$48.5K Buy
622
+130
+26% +$9.73K 0.01% 198
2024
Q2 		$35.7K Buy
492
+158
+47% +$11.6K 0.01% 201
2024
Q1 		$24.8K Sell
334
-319
-49% -$22.7K ﹤0.01% 227
2023
Q4 		$45.9K Buy
653
+460
+238% +$30.3K 0.01% 182
2023
Q3 		$12.4K Buy
+193
New +$12.9K ﹤0.01% 313
2020
Q3 		– Sell
-250
Closed -$14K – 343
2020
Q2 		$14K Buy
+250
New +$13.5K 0.01% 166

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IEFA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its iShares Core MSCI EAFE ETF (IEFA) stake by 190% in Q2 2026, buying an estimated $60.8K and bringing the position to 967 shares worth $93.4K. The position accounts for 0.01% of the portfolio, ranked #168.

Moisand Fitzgerald Tamayo first reported a position in IEFA in Q2 2020 and has held it in 13 quarters since. 733 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 967 shares of iShares Core MSCI EAFE ETF worth $93.4K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 633 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $60.8K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #168 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 13 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.