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

Motive 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 		$14.1M Sell
146,415
-3,600
-2% -$346K 5.82% 6
2026
Q1 		$13.6M Sell
150,015
-2,194
-1% -$205K 6.38% 6
2025
Q4 		$13.6M Buy
152,209
+4,329
+3% +$383K 5.8% 6
2025
Q3 		$12.9M Sell
147,880
-2,444
-2% -$208K 5.57% 6
2025
Q2 		$12.5M Sell
150,324
-1,821
-1% -$145K 5.71% 6
2025
Q1 		$11.5M Buy
152,145
+319
+0.2% +$23.9K 6.16% 6
2024
Q4 		$10.7M Sell
151,826
-2,309
-1% -$170K 5.73% 6
2024
Q3 		$11.2M Hold
154,135
– – 6.72% 5
2024
Q2 		$11.2M Sell
154,135
-3,686
-2% -$271K 6.72% 5
2024
Q1 		$11.7M Buy
157,821
+46,932
+42% +$3.34M 7.09% 4
2023
Q4 		$7.8M Sell
110,889
-15,441
-12% -$1.02M 8.99% 2
2023
Q3 		$8.13M Sell
126,330
-603
-0.5% -$40.4K 8.93% 2
2023
Q2 		$8.57M Sell
126,933
-2,378
-2% -$161K 8.87% 1
2023
Q1 		$8.64M Sell
129,311
-50,485
-28% -$3.31M 9.45% 2
2022
Q4 		$11.1M Buy
179,796
+34,809
+24% +$2.05M 8.47% 3
2022
Q3 		$7.64M Buy
144,987
+40,703
+39% +$2.39M 6.19% 4
2022
Q2 		$6.14M Buy
104,284
+8,327
+9% +$534K 4.84% 5
2022
Q1 		$6.67M Buy
95,957
+10,876
+13% +$769K 4.57% 5
2021
Q4 		$6.35M Buy
85,081
+10,224
+14% +$768K 3.82% 11
2021
Q3 		$5.56M Buy
74,857
+4,497
+6% +$342K 3.75% 9
2021
Q2 		$5.27M Buy
+70,360
New +$5.31M 3.77% 6

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

Motive Wealth Advisors's IEFA Position: Q2 2026 in Review

Motive Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, selling an estimated $346K and leaving 146,415 shares worth $14.1M. The position accounts for 5.82% of the portfolio, ranked #6.

Motive Wealth Advisors first reported a position in IEFA in Q2 2021 and has held it in 21 quarters since. 635 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Motive Wealth Advisors held 146,415 shares of iShares Core MSCI EAFE ETF worth $14.1M as of Q2 2026.
  • Motive Wealth Advisors sold 3,600 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $346K.
  • iShares Core MSCI EAFE ETF made up 5.82% of Motive Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Motive Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.