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

Nova 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 		$234K Sell
2,423
-461
-16% -$44.3K 0.13% 129
2026
Q1 		$261K Buy
2,884
+1,904
+194% +$178K 0.17% 117
2025
Q4 		$87.7K Hold
980
– – 0.06% 174
2025
Q3 		$85.6K Hold
980
– – 0.06% 173
2025
Q2 		$81.8K Sell
980
-124
-11% -$9.84K 0.06% 177
2025
Q1 		$83.5K Sell
1,104
-421
-28% -$31.5K 0.07% 164
2024
Q4 		$107K Buy
+1,525
New +$113K 0.09% 134

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
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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Nova Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, selling an estimated $44.3K and leaving 2,423 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #129.

Nova Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $261K in Q1 2026. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Nova Wealth Management held 2,423 shares of iShares Core MSCI EAFE ETF worth $234K as of Q2 2026.
  • Nova Wealth Management sold 461 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $44.3K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Nova Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Nova Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's iShares Core MSCI EAFE ETF position peaked at $261K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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