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

Outlook 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 		$9.18M Buy
95,081
+1,621
+2% +$156K 1.98% 10
2026
Q1 		$8.46M Buy
93,460
+38,049
+69% +$3.55M 2.05% 10
2025
Q4 		$4.96M Buy
55,411
+923
+2% +$81.6K 1.12% 21
2025
Q3 		$4.76M Sell
54,488
-2,303
-4% -$196K 1.19% 16
2025
Q2 		$4.74M Buy
56,791
+1,839
+3% +$146K 1.22% 16
2025
Q1 		$4.16M Buy
54,952
+2,149
+4% +$161K 1.16% 18
2024
Q4 		$3.71M Buy
52,803
+1,314
+3% +$96.9K 1.07% 18
2024
Q3 		$4.02M Buy
51,489
+2,684
+5% +$201K 1.15% 19
2024
Q2 		$683K Sell
48,805
-27,924
-36% -$2.05M 0.21% 96
2024
Q1 		$5.69M Buy
76,729
+5,564
+8% +$396K 1.76% 11
2023
Q4 		$5.01M Sell
71,165
-718
-1% -$47.3K 1.75% 14
2023
Q3 		$4.63M Buy
71,883
+1,087
+2% +$72.8K 1.77% 13
2023
Q2 		$4.78M Buy
+70,796
New +$4.8M 1.81% 13
2022
Q4 		– Sell
-3,999
Closed -$210K – 182
2022
Q3 		$210K Sell
3,999
-44
-1% -$2.59K 0.09% 173
2022
Q2 		$238K Sell
4,043
-311
-7% -$20K 0.1% 169
2022
Q1 		$302K Buy
4,354
+3
+0.1% +$212 0.1% 160
2021
Q4 		$325K Sell
4,351
-19,695
-82% -$1.48M 0.1% 163
2021
Q3 		$1.78M Sell
24,046
-972
-4% -$73.9K 0.58% 42
2021
Q2 		$1.87M Buy
+25,018
New +$1.89M 0.6% 43
2020
Q1 		– Sell
-56,687
Closed -$3.7M – 170
2019
Q4 		$3.7M Buy
56,687
+25,704
+83% +$1.63M 2.08% 10
2019
Q3 		$1.89M Buy
30,983
+13,328
+75% +$804K 1.13% 24
2019
Q2 		$1.08M Buy
17,655
+12,287
+229% +$753K 0.71% 36
2019
Q1 		$326K Buy
+5,368
New +$317K 0.27% 99

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

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

Outlook Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, buying an estimated $156K and bringing the position to 95,081 shares worth $9.18M. The position accounts for 1.98% of the portfolio, ranked #10.

Outlook Wealth Advisors first reported a position in IEFA in Q1 2019 and has held it in 23 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Outlook Wealth Advisors held 95,081 shares of iShares Core MSCI EAFE ETF worth $9.18M as of Q2 2026.
  • Outlook Wealth Advisors bought 1,621 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $156K.
  • iShares Core MSCI EAFE ETF made up 1.98% of Outlook Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Outlook Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 23 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.