MPWM Advisory Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MPWM Advisory Solutions’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	$109K	Sell	1,127 -36	-3%	-$3.46K	0.05%	147
2026 Q1	$105K	Sell	1,163 -382	-25%	-$35.7K	0.06%	136
2025 Q4	$138K	Buy	1,545 +21	+1%	+$1.86K	0.08%	108
2025 Q3	$133K	Hold	1,524	–	–	0.08%	99
2025 Q2	$127K	Buy	1,524 +6	+0.4%	+$476	0.08%	100
2025 Q1	$115K	Hold	1,518	–	–	0.08%	90
2024 Q4	$107K	Buy	+1,518	New	+$112K	0.08%	98

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

MPWM Advisory Solutions's IEFA Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q2 2026, selling an estimated $3.46K and leaving 1,127 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #147.

MPWM Advisory Solutions first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $138K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MPWM Advisory Solutions held 1,127 shares of iShares Core MSCI EAFE ETF worth $109K as of Q2 2026.
MPWM Advisory Solutions sold 36 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.46K.
iShares Core MSCI EAFE ETF made up 0.05% of MPWM Advisory Solutions's portfolio in Q2 2026, its #147 holding.
MPWM Advisory Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Core MSCI EAFE ETF position peaked at $138K in Q4 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.