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

National Wealth Management Group’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	$317K	Sell	3,287 -16	-0.5%	-$1.54K	0.1%	165
2026 Q1	$299K	Sell	3,303 -50	-1%	-$4.67K	0.11%	160
2025 Q4	$300K	Sell	3,353 -211	-6%	-$18.7K	0.1%	186
2025 Q3	$311K	Buy	+3,564	New	+$303K	0.12%	182
2023 Q2	–	Sell	-3,715	Closed	-$254K	–	151
2023 Q1	$254K	Buy	+3,715	New	+$244K	0.29%	109
2022 Q2	–	Sell	-3,857	Closed	-$268K	–	119
2022 Q1	$268K	Sell	3,857 -408	-10%	-$28.9K	0.26%	91
2021 Q4	$318K	Buy	+4,265	New	+$321K	0.3%	81

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

FCBT

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

National Wealth Management Group's IEFA Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.48% in Q2 2026, selling an estimated $1.54K and leaving 3,287 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #165.

National Wealth Management Group first reported a position in IEFA in Q4 2021 and has held it in 7 quarters since. The position peaked at $318K in Q4 2021. 726 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

National Wealth Management Group held 3,287 shares of iShares Core MSCI EAFE ETF worth $317K as of Q2 2026.
National Wealth Management Group sold 16 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.54K.
iShares Core MSCI EAFE ETF made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #165 holding.
National Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 7 quarters since.
National Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $318K in Q4 2021.
726 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.