Moss Adams Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Moss Adams Wealth Advisors’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	$950K	Buy	9,836 +3	+0%	+$288	0.06%	100
2026 Q1	$890K	Hold	9,833	–	–	0.07%	94
2025 Q4	$880K	Sell	9,833 -59	-0.6%	-$5.22K	0.06%	89
2025 Q3	$864K	Buy	9,892 +541	+6%	+$46K	0.07%	86
2025 Q2	$781K	Buy	+9,351	New	+$742K	0.07%	97
2025 Q1	–	Sell	-7,387	Closed	-$519K	–	227
2024 Q4	$519K	Sell	7,387 -1,000	-12%	-$73.8K	0.05%	98
2024 Q3	$655K	Buy	+8,387	New	+$628K	0.07%	79
2023 Q4	–	Sell	-134	Closed	-$8.62K	–	142
2023 Q3	$8.62K	Sell	134 -12	-8%	-$803	﹤0.01%	145
2023 Q2	$9.86K	Sell	146 -87	-37%	-$5.9K	﹤0.01%	126
2023 Q1	$15.6K	Buy	233 +87	+60%	+$5.7K	0.01%	131
2022 Q4	$9K	Buy	+146	New	+$8.59K	﹤0.01%	144

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Moss Adams Wealth Advisors's IEFA Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.03% in Q2 2026, buying an estimated $288 and bringing the position to 9,836 shares worth $950K. The position accounts for 0.06% of the portfolio, ranked #100.

Moss Adams Wealth Advisors first reported a position in IEFA in Q4 2022 and has held it in 11 quarters since. 966 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Moss Adams Wealth Advisors held 9,836 shares of iShares Core MSCI EAFE ETF worth $950K as of Q2 2026.
Moss Adams Wealth Advisors bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
iShares Core MSCI EAFE ETF made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
966 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.