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Onyx Bridge Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Onyx Bridge Wealth Group’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 		$212K Sell
2,194
-128
-6% -$12.3K 0.02% 359
2026
Q1 		$210K Sell
2,322
-160
-6% -$14.9K 0.02% 336
2025
Q4 		$222K Buy
+2,482
New +$219K 0.02% 324
2024
Q4 		– Sell
-2,606
Closed -$203K – 297
2024
Q3 		$203K Sell
2,606
-897
-26% -$67.1K 0.03% 260
2024
Q2 		$254K Sell
3,503
-42
-1% -$3.09K 0.04% 217
2024
Q1 		$257K Sell
3,545
-263
-7% -$18.7K 0.05% 210
2023
Q4 		$268K Sell
3,808
-2,075
-35% -$137K 0.05% 204
2023
Q3 		$379K Sell
5,883
-157
-3% -$10.5K 0.09% 153
2023
Q2 		$408K Buy
6,040
+17
+0.3% +$1.15K 0.1% 146
2023
Q1 		$403K Buy
6,023
+127
+2% +$8.33K 0.16% 104
2022
Q4 		$377K Sell
5,896
-952
-14% -$56K 0.15% 104
2022
Q3 		$358K Sell
6,848
-683
-9% -$40.2K 0.16% 102
2022
Q2 		$451K Buy
7,531
+125
+2% +$8.02K 0.2% 73
2022
Q1 		$479K Sell
7,406
-1,380
-16% -$97.6K 0.18% 66
2021
Q4 		$659K Buy
8,786
+3,127
+55% +$235K 0.22% 55
2021
Q3 		$428K Buy
+5,659
New +$431K 0.16% 79
2021
Q2 		– Sell
-5,292
Closed -$381K – 139
2021
Q1 		$381K Buy
+5,292
New +$378K 0.19% 57

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Onyx Bridge Wealth Group's IEFA Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.5% in Q2 2026, selling an estimated $12.3K and leaving 2,194 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #359.

Onyx Bridge Wealth Group first reported a position in IEFA in Q1 2021 and has held it in 17 quarters since. The position peaked at $659K in Q4 2021. 967 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,194 shares of iShares Core MSCI EAFE ETF worth $212K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 128 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.3K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #359 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 17 quarters since.
  • Onyx Bridge Wealth Group's iShares Core MSCI EAFE ETF position peaked at $659K in Q4 2021.
  • 967 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.