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

Olistico 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	$377K	Buy	3,904 +372	+11%	+$35.7K	0.16%	79
2026 Q1	$320K	Hold	3,532	–	–	0.16%	79
2025 Q4	$316K	Sell	3,532 -788	-18%	-$69.7K	0.15%	78
2025 Q3	$377K	Hold	4,320	–	–	0.2%	72
2025 Q2	$361K	Buy	4,320 +170	+4%	+$13.5K	0.2%	72
2025 Q1	$314K	Sell	4,150 -20	-0.5%	-$1.5K	0.19%	79
2024 Q4	$293K	Sell	4,170 -1,177	-22%	-$86.8K	0.17%	83
2024 Q3	$417K	Sell	5,347 -2,195	-29%	-$164K	0.26%	74
2024 Q2	$548K	Sell	7,542 -4,319	-36%	-$318K	0.35%	57
2024 Q1	$880K	Sell	11,861 -1,238	-9%	-$88.1K	0.64%	36
2023 Q4	$921K	Sell	13,099 -877	-6%	-$57.8K	0.72%	33
2023 Q3	$899K	Sell	13,976 -37	-0.3%	-$2.48K	0.8%	35
2023 Q2	$946K	Buy	14,013 +155	+1%	+$10.5K	0.81%	35
2023 Q1	$926K	Buy	13,858 +1,014	+8%	+$66.5K	0.89%	29
2022 Q4	$792K	Buy	+12,844	New	+$756K	0.86%	31

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

Olistico Wealth's IEFA Position: Q2 2026 in Review

Olistico Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, buying an estimated $35.7K and bringing the position to 3,904 shares worth $377K. The position accounts for 0.16% of the portfolio, ranked #79.

Olistico Wealth first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $946K in Q2 2023. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Olistico Wealth held 3,904 shares of iShares Core MSCI EAFE ETF worth $377K as of Q2 2026.
Olistico Wealth bought 372 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $35.7K.
iShares Core MSCI EAFE ETF made up 0.16% of Olistico Wealth's portfolio in Q2 2026, its #79 holding.
Olistico Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's iShares Core MSCI EAFE ETF position peaked at $946K in Q2 2023.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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