Mullaney, Keating & Wright’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mullaney, Keating & Wright’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	$446K	Sell	4,615 -18	-0.4%	-$1.73K	0.22%	49
2026 Q1	$419K	Hold	4,633	–	–	0.23%	48
2025 Q4	$414K	Sell	4,633 -636	-12%	-$56.2K	0.22%	48
2025 Q3	$460K	Hold	5,269	–	–	0.26%	39
2025 Q2	$440K	Buy	5,269 +57	+1%	+$4.52K	0.29%	39
2025 Q1	$394K	Hold	5,212	–	–	0.27%	41
2024 Q4	$366K	Sell	5,212 -196	-4%	-$14.5K	0.25%	41
2024 Q3	$422K	Sell	5,408 -200	-4%	-$15K	0.29%	38
2024 Q2	$407K	Buy	+5,608	New	+$413K	0.32%	35

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

Mullaney, Keating & Wright's IEFA Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.39% in Q2 2026, selling an estimated $1.73K and leaving 4,615 shares worth $446K. The position accounts for 0.22% of the portfolio, ranked #49.

Mullaney, Keating & Wright first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $460K in Q3 2025. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Mullaney, Keating & Wright held 4,615 shares of iShares Core MSCI EAFE ETF worth $446K as of Q2 2026.
Mullaney, Keating & Wright sold 18 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.73K.
iShares Core MSCI EAFE ETF made up 0.22% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #49 holding.
Mullaney, Keating & Wright first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Mullaney, Keating & Wright's iShares Core MSCI EAFE ETF position peaked at $460K in Q3 2025.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.