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

Orgel 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 		$68.3M Buy
706,882
+4,486
+0.6% +$431K 1.29% 19
2026
Q1 		$63.6M Sell
702,396
-21,180
-3% -$1.98M 1.37% 20
2025
Q4 		$64.7M Sell
723,576
-1,911
-0.3% -$169K 1.43% 20
2025
Q3 		$63.3M Sell
725,487
-4,893
-0.7% -$416K 1.45% 21
2025
Q2 		$61M Sell
730,380
-3,551
-0.5% -$282K 1.47% 20
2025
Q1 		$55.5M Sell
733,931
-1,570
-0.2% -$117K 1.44% 18
2024
Q4 		$51.7M Buy
735,501
+23,347
+3% +$1.72M 1.35% 20
2024
Q3 		$55.6M Buy
712,154
+4,668
+0.7% +$349K 1.39% 19
2024
Q2 		$51.4M Sell
707,486
-3,895
-0.5% -$287K 1.39% 20
2024
Q1 		$52.8M Buy
711,381
+10,303
+1% +$733K 1.45% 20
2023
Q4 		$49.3M Sell
701,078
-24,205
-3% -$1.6M 1.46% 20
2023
Q3 		$46.7M Buy
725,283
+18,856
+3% +$1.26M 1.58% 17
2023
Q2 		$47.7M Sell
706,427
-20,424
-3% -$1.39M 1.58% 17
2023
Q1 		$48.6M Buy
726,851
+5,070
+0.7% +$332K 1.74% 15
2022
Q4 		$44.5M Buy
721,781
+17,806
+3% +$1.05M 1.71% 16
2022
Q3 		$37.1M Buy
703,975
+497,860
+242% +$29.3M 1.83% 15
2022
Q2 		$12.1M Buy
206,115
+1,059
+0.5% +$67.9K 0.69% 21
2022
Q1 		$14.3M Buy
205,056
+16,791
+9% +$1.19M 0.98% 18
2021
Q4 		$14.1M Buy
188,265
+19,641
+12% +$1.48M 1.36% 15
2021
Q3 		$12.5M Buy
168,624
+12,284
+8% +$934K 1.42% 14
2021
Q2 		$11.7M Buy
156,340
+10,102
+7% +$763K 1.47% 13
2021
Q1 		$10.5M Buy
146,238
+13,456
+10% +$962K 1.49% 14
2020
Q4 		$9.17M Buy
132,782
+9,083
+7% +$587K 1.88% 10
2020
Q3 		$7.46M Buy
123,699
+8,158
+7% +$492K 2.08% 10
2020
Q2 		$6.6M Buy
+115,541
New +$6.26M 2.49% 10

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Orgel Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.64% in Q2 2026, buying an estimated $431K and bringing the position to 706,882 shares worth $68.3M. The position accounts for 1.29% of the portfolio, ranked #19.

Orgel Wealth Management first reported a position in IEFA in Q2 2020 and has held it in 25 quarters since. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Orgel Wealth Management held 706,882 shares of iShares Core MSCI EAFE ETF worth $68.3M as of Q2 2026.
  • Orgel Wealth Management bought 4,486 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $431K.
  • iShares Core MSCI EAFE ETF made up 1.29% of Orgel Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Orgel Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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