Old Peak Finance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Old Peak Finance’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	–	Sell	-4,799	Closed	-$434K	–	104
2026 Q1	$434K	Hold	4,799	–	–	0.25%	45
2025 Q4	$429K	Buy	+4,799	New	+$424K	0.27%	47

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

Old Peak Finance's IEFA Position: Q2 2026 in Review

Old Peak Finance sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 4,799 shares — an estimated $434K sold.

Old Peak Finance first reported a position in IEFA in Q4 2025 and held it in 2 quarters. The position peaked at $434K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Old Peak Finance reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Old Peak Finance sold 4,799 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $434K.
Old Peak Finance first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
Old Peak Finance's iShares Core MSCI EAFE ETF position peaked at $434K in Q1 2026.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.