MY Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MY Wealth 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	$245K	Buy	+2,541	New	+$244K	0.17%	42
2026 Q1	–	Sell	-2,541	Closed	-$227K	–	30
2025 Q4	$227K	Hold	2,541	–	–	0.2%	35
2025 Q3	$222K	Hold	2,541	–	–	0.19%	32
2025 Q2	$212K	Buy	+2,541	New	+$202K	0.2%	30

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

MY Wealth Management's IEFA Position: Q2 2026 in Review

MY Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,541 shares worth $245K. The stake represents 0.17% of the portfolio and ranks #42 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in IEFA as recently as Q4 2025.

MY Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MY Wealth Management held 2,541 shares of iShares Core MSCI EAFE ETF worth $245K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new MY Wealth Management position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.17% of MY Wealth Management's portfolio in Q2 2026, its #42 holding.
MY Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.