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

Northwest 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	$2.2M	Buy	22,783 +264	+1%	+$25.4K	0.29%	52
2026 Q1	$2.04M	Sell	22,519 -15	-0.1%	-$1.4K	0.31%	51
2025 Q4	$2.02M	Buy	22,534 +373	+2%	+$33K	0.32%	51
2025 Q3	$1.93M	Sell	22,161 -1,690	-7%	-$144K	0.32%	54
2025 Q2	$1.99M	Sell	23,851 -163	-0.7%	-$12.9K	0.36%	54
2025 Q1	$1.82M	Sell	24,014 -622	-3%	-$46.5K	0.36%	53
2024 Q4	$1.73M	Sell	24,636 -947	-4%	-$69.9K	0.37%	52
2024 Q3	$2M	Sell	25,583 -131	-0.5%	-$9.81K	0.47%	46
2024 Q2	$1.87M	Sell	25,714 -505	-2%	-$37.2K	0.48%	44
2024 Q1	$1.95M	Sell	26,219 -1,384	-5%	-$98.5K	0.53%	41
2023 Q4	$1.94M	Buy	27,603 +79	+0.3%	+$5.21K	0.58%	43
2023 Q3	$1.77M	Sell	27,524 -512	-2%	-$34.3K	0.64%	42
2023 Q2	$1.89M	Sell	28,036 -859	-3%	-$58.3K	0.69%	41
2023 Q1	$1.93M	Sell	28,895 -600	-2%	-$39.3K	0.74%	38
2022 Q4	$1.82M	Sell	29,495 -5,070	-15%	-$298K	0.78%	40
2022 Q3	$1.82M	Sell	34,565 -965	-3%	-$56.7K	0.8%	42
2022 Q2	$2.09M	Buy	35,530 +208	+0.6%	+$13.3K	0.91%	38
2022 Q1	$2.46M	Buy	35,322 +4,033	+13%	+$285K	1.2%	27
2021 Q4	$2.33M	Buy	31,289 +3,711	+13%	+$279K	1.09%	29
2021 Q3	$2.05M	Buy	27,578 +3,696	+15%	+$281K	1.02%	28
2021 Q2	$1.79M	Sell	23,882 -197	-0.8%	-$14.9K	0.95%	26
2021 Q1	$1.74M	Buy	24,079 +523	+2%	+$37.4K	1.09%	25
2020 Q4	$1.63M	Buy	23,556 +831	+4%	+$53.7K	1.12%	24
2020 Q3	$1.37M	Buy	22,725 +1,493	+7%	+$90.1K	1.14%	24
2020 Q2	$1.21M	Buy	21,232 +1,468	+7%	+$79.6K	1.06%	25
2020 Q1	$986K	Buy	19,764 +11,458	+138%	+$682K	1%	29
2019 Q4	$542K	Buy	8,306 +162	+2%	+$10.3K	0.5%	55
2019 Q3	$497K	Hold	8,144	–	–	0.41%	66
2019 Q2	$500K	Buy	8,144 +1,144	+16%	+$70.1K	0.4%	65
2019 Q1	$425K	Sell	7,000 -3,280	-32%	-$194K	0.32%	69
2018 Q4	$565K	Buy	+10,280	New	+$603K	0.48%	52

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Northwest Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q2 2026, buying an estimated $25.4K and bringing the position to 22,783 shares worth $2.2M. The position accounts for 0.29% of the portfolio, ranked #52.

Northwest Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.46M in Q1 2022. 1,140 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Northwest Wealth Management held 22,783 shares of iShares Core MSCI EAFE ETF worth $2.2M as of Q2 2026.
Northwest Wealth Management bought 264 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $25.4K.
iShares Core MSCI EAFE ETF made up 0.29% of Northwest Wealth Management's portfolio in Q2 2026, its #52 holding.
Northwest Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
Northwest Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.46M in Q1 2022.
1,140 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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