NRW
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Nova R Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Nova R Wealth’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 		$13.4M Sell
138,277
-930
-0.7% -$89.3K 3.9% 8
2026
Q1 		$12.6M Sell
139,207
-5,208
-4% -$486K 4.02% 8
2025
Q4 		$12.9M Sell
144,415
-10,752
-7% -$951K 4.71% 6
2025
Q3 		$13.5M Buy
155,167
+1,860
+1% +$158K 5.74% 5
2025
Q2 		$12.8M Buy
153,307
+16,959
+12% +$1.35M 5.95% 3
2025
Q1 		$10.3M Buy
136,348
+2,346
+2% +$175K 5.11% 6
2024
Q4 		$9.42M Buy
134,002
+2,604
+2% +$192K 4.75% 6
2024
Q3 		$10.3M Sell
131,398
-2,780
-2% -$208K 5.05% 6
2024
Q2 		$9.75M Buy
134,178
+6,763
+5% +$498K 5.02% 6
2024
Q1 		$9.46M Buy
127,415
+3,941
+3% +$281K 4.94% 5
2023
Q4 		$8.69M Sell
123,474
-834
-0.7% -$55K 5.47% 5
2023
Q3 		$8M Sell
124,308
-1,540
-1% -$103K 5.52% 5
2023
Q2 		$8.49M Buy
125,848
+6,189
+5% +$420K 5.69% 5
2023
Q1 		$8M Buy
119,659
+12,283
+11% +$805K 5.41% 4
2022
Q4 		$6.62M Buy
107,376
+21,529
+25% +$1.27M 4.85% 4
2022
Q3 		$4.52M Buy
85,847
+32,157
+60% +$1.89M 3.68% 7
2022
Q2 		$3.16M Sell
53,690
-7,090
-12% -$455K 2.6% 9
2022
Q1 		$4.22M Buy
60,780
+6,331
+12% +$448K 3.61% 7
2021
Q4 		$4.06M Buy
+54,449
New +$4.09M 3.29% 6

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Nova R Wealth's IEFA Position: Q2 2026 in Review

Nova R Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.67% in Q2 2026, selling an estimated $89.3K and leaving 138,277 shares worth $13.4M. The position accounts for 3.9% of the portfolio, ranked #8.

Nova R Wealth first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q3 2025. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Nova R Wealth held 138,277 shares of iShares Core MSCI EAFE ETF worth $13.4M as of Q2 2026.
  • Nova R Wealth sold 930 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $89.3K.
  • iShares Core MSCI EAFE ETF made up 3.9% of Nova R Wealth's portfolio in Q2 2026, its #8 holding.
  • Nova R Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's iShares Core MSCI EAFE ETF position peaked at $13.5M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.