New England Private Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

New England Private Wealth Advisors’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	$7.55M	Buy	78,415 +1,754	+2%	+$168K	0.73%	43
2026 Q1	$6.94M	Buy	76,661 +32,495	+74%	+$3.03M	0.8%	43
2025 Q4	$3.95M	Buy	44,166 +826	+2%	+$73K	0.49%	51
2025 Q3	$3.78M	Buy	43,340 +885	+2%	+$75.2K	0.5%	50
2025 Q2	$3.51M	Buy	42,455 +533	+1%	+$42.3K	0.51%	48
2025 Q1	$3.17M	Buy	41,922 +13,913	+50%	+$1.04M	0.49%	48
2024 Q4	$1.97M	Buy	28,009 +4,267	+18%	+$315K	0.31%	59
2024 Q3	$1.85M	Buy	23,742 +49	+0.2%	+$3.67K	0.3%	58
2024 Q2	$1.72M	Buy	23,693 +1,391	+6%	+$102K	0.3%	58
2024 Q1	$1.65M	Hold	22,302	–	–	0.29%	57
2023 Q4	$1.57M	Buy	22,302 +297	+1%	+$19.6K	0.29%	58
2023 Q3	$1.42M	Buy	22,005 +3	+0%	+$201	0.3%	59
2023 Q2	$1.49M	Buy	22,002 +3,493	+19%	+$237K	0.3%	54
2023 Q1	$1.24M	Hold	18,509	–	–	0.25%	57
2022 Q4	$1.14M	Buy	18,509 +449	+2%	+$26.4K	0.24%	55
2022 Q3	$950K	Buy	18,060 +407	+2%	+$23.9K	0.22%	56
2022 Q2	$1.23M	Hold	17,653	–	–	0.22%	55
2022 Q1	$1.23M	Buy	17,653 +25	+0.1%	+$1.77K	0.22%	55
2021 Q4	$1.31M	Buy	17,628 +307	+2%	+$23.1K	0.23%	53
2021 Q3	$1.29M	Hold	17,321	–	–	0.24%	52
2021 Q2	$1.3M	Buy	17,321 +10,173	+142%	+$768K	0.25%	52
2021 Q1	$515K	Buy	+7,148	New	+$511K	0.09%	70

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

New England Private Wealth Advisors's IEFA Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, buying an estimated $168K and bringing the position to 78,415 shares worth $7.55M. The position accounts for 0.73% of the portfolio, ranked #43.

New England Private Wealth Advisors first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

New England Private Wealth Advisors held 78,415 shares of iShares Core MSCI EAFE ETF worth $7.55M as of Q2 2026.
New England Private Wealth Advisors bought 1,754 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $168K.
iShares Core MSCI EAFE ETF made up 0.73% of New England Private Wealth Advisors's portfolio in Q2 2026, its #43 holding.
New England Private Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.