PWM
IEFA icon

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

Penobscot 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 		$1.32M Buy
13,670
+1,145
+9% +$110K 0.35% 42
2026
Q1 		$1.13M Sell
12,525
-469
-4% -$43.8K 0.34% 43
2025
Q4 		$1.16M Buy
12,994
+137
+1% +$12.1K 0.36% 39
2025
Q3 		$1.12M Buy
12,857
+7,086
+123% +$602K 0.36% 42
2025
Q2 		$482K Buy
+5,771
New +$458K 0.17% 59

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Penobscot Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.1% in Q2 2026, buying an estimated $110K and bringing the position to 13,670 shares worth $1.32M. The position accounts for 0.35% of the portfolio, ranked #42.

Penobscot Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 524 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Penobscot Wealth Management held 13,670 shares of iShares Core MSCI EAFE ETF worth $1.32M as of Q2 2026.
  • Penobscot Wealth Management bought 1,145 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $110K.
  • iShares Core MSCI EAFE ETF made up 0.35% of Penobscot Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Penobscot Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.