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Mosaic Family Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mosaic Family Wealth Partners’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 		$721K Buy
7,467
+181
+2% +$17.4K 0.05% 246
2026
Q1 		$660K Buy
7,286
+15
+0.2% +$1.4K 0.07% 151
2025
Q4 		$650K Sell
7,271
-256
-3% -$22.6K 0.07% 129
2025
Q3 		$654K Buy
7,527
+277
+4% +$23.5K 0.08% 120
2025
Q2 		$605K Sell
7,250
-907
-11% -$72K 0.08% 119
2025
Q1 		$617K Buy
8,157
+949
+13% +$71K 0.09% 115
2024
Q4 		$507K Buy
7,208
+351
+5% +$25.9K 0.07% 125
2024
Q3 		$535K Buy
6,857
+156
+2% +$11.7K 0.08% 116
2024
Q2 		$487K Buy
6,701
+309
+5% +$22.7K 0.08% 118
2024
Q1 		$474K Sell
6,392
-400
-6% -$28.5K 0.08% 117
2023
Q4 		$478K Buy
6,792
+984
+17% +$64.9K 0.08% 116
2023
Q3 		$374K Sell
5,808
-28
-0.5% -$1.88K 0.07% 121
2023
Q2 		$394K Sell
5,836
-613
-10% -$41.6K 0.08% 116
2023
Q1 		$431K Sell
6,449
-53
-0.8% -$3.48K 0.09% 109
2022
Q4 		$401K Buy
+6,502
New +$383K 0.11% 117

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mosaic Family Wealth Partners's IEFA Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,467 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #246.

Mosaic Family Wealth Partners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Mosaic Family Wealth Partners held 7,467 shares of iShares Core MSCI EAFE ETF worth $721K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 181 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.