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

One Wealth Advisors’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	$786K	Sell	8,140 -5	-0.1%	-$480	0.09%	124
2026 Q1	$737K	Sell	8,145 -71	-0.9%	-$6.63K	0.09%	119
2025 Q4	$735K	Sell	8,216 -99	-1%	-$8.75K	0.09%	122
2025 Q3	$726K	Sell	8,315 -45	-0.5%	-$3.82K	0.09%	117
2025 Q2	$698K	Sell	8,360 -498	-6%	-$39.5K	0.1%	120
2025 Q1	$670K	Sell	8,858 -366	-4%	-$27.4K	0.1%	120
2024 Q4	$648K	Sell	9,224 -107	-1%	-$7.89K	0.1%	105
2024 Q3	$728K	Hold	9,331	–	–	0.11%	95
2024 Q2	$672K	Sell	9,331 -213	-2%	-$15.7K	0.14%	79
2024 Q1	$708K	Sell	9,544 -1,284	-12%	-$91.4K	0.12%	96
2023 Q4	$762K	Sell	10,828 -2,196	-17%	-$145K	0.15%	78
2023 Q3	$838K	Sell	13,024 -2,506	-16%	-$168K	0.19%	71
2023 Q2	$1.05M	Sell	15,530 -1,272	-8%	-$86.3K	0.22%	62
2023 Q1	$1.12M	Sell	16,802 -5,695	-25%	-$373K	0.26%	58
2022 Q4	$1.39M	Buy	+22,497	New	+$1.32M	0.32%	54
2022 Q3	–	Sell	-16,043	Closed	-$944K	–	184
2022 Q2	$944K	Sell	16,043 -3,843	-19%	-$247K	0.25%	59
2022 Q1	$1.38M	Buy	19,886 +4,567	+30%	+$323K	0.34%	47
2021 Q4	$1.14M	Buy	15,319 +3,659	+31%	+$275K	0.29%	49
2021 Q3	$866K	Buy	11,660 +880	+8%	+$66.9K	0.25%	50
2021 Q2	$807K	Buy	10,780 +734	+7%	+$55.4K	0.26%	53
2021 Q1	$724K	Buy	10,046 +3,216	+47%	+$230K	0.28%	44
2020 Q4	$472K	Buy	6,830 +122	+2%	+$7.89K	0.26%	42
2020 Q3	$404K	Sell	6,708 -2,196	-25%	-$132K	0.28%	37
2020 Q2	$509K	Sell	8,904 -15,865	-64%	-$860K	0.4%	23
2020 Q1	$1.24M	Buy	+24,769	New	+$1.47M	1.22%	9

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

One Wealth Advisors's IEFA Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.06% in Q2 2026, selling an estimated $480 and leaving 8,140 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #124.

One Wealth Advisors first reported a position in IEFA in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.39M in Q4 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

One Wealth Advisors held 8,140 shares of iShares Core MSCI EAFE ETF worth $786K as of Q2 2026.
One Wealth Advisors sold 5 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $480.
iShares Core MSCI EAFE ETF made up 0.09% of One Wealth Advisors's portfolio in Q2 2026, its #124 holding.
One Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
One Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.39M in Q4 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.