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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return