MTM Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MTM Investment Management’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	$72.6K	Buy	752 +72	+11%	+$6.92K	0.02%	303
2026 Q1	$61.6K	Hold	680	–	–	0.02%	306
2025 Q4	$60.8K	Hold	680	–	–	0.02%	312
2025 Q3	$59.4K	Hold	680	–	–	0.02%	321
2025 Q2	$56.8K	Hold	680	–	–	0.02%	321
2025 Q1	$51.6K	Hold	680	–	–	0.02%	226
2024 Q4	$47.8K	Buy	+680	New	+$50.2K	0.02%	222
2024 Q3	–	Sell	-680	Closed	-$49.4K	–	275
2024 Q2	$49.4K	Sell	680 -337	-33%	-$24.8K	0.02%	214
2024 Q1	$75.5K	Buy	+1,017	New	+$72.4K	0.03%	210

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

MTM Investment Management's IEFA Position: Q2 2026 in Review

MTM Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, buying an estimated $6.92K and bringing the position to 752 shares worth $72.6K. The position accounts for 0.02% of the portfolio, ranked #303.

MTM Investment Management first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $75.5K in Q1 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MTM Investment Management held 752 shares of iShares Core MSCI EAFE ETF worth $72.6K as of Q2 2026.
MTM Investment Management bought 72 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.92K.
iShares Core MSCI EAFE ETF made up 0.02% of MTM Investment Management's portfolio in Q2 2026, its #303 holding.
MTM Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
MTM Investment Management's iShares Core MSCI EAFE ETF position peaked at $75.5K in Q1 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.