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Peterson Wealth Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Peterson Wealth Services’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 		$2.15M Buy
22,272
+4,287
+24% +$412K 0.47% 55
2026
Q1 		$1.63M Buy
17,985
+2,494
+16% +$233K 0.4% 57
2025
Q4 		$1.39M Buy
15,491
+15,231
+5,858% +$1.35M 0.35% 55
2025
Q3 		$1.03M Sell
260
-11,713
-98% -$995K 0.25% 63
2025
Q2 		$1,000K Buy
11,973
+15
+0.1% +$1.19K 0.27% 59
2025
Q1 		$905K Sell
11,958
-1,386
-10% -$104K 0.28% 59
2024
Q4 		$938K Sell
13,344
-10
-0.1% -$738 0.28% 69
2024
Q3 		$1.04M Buy
13,354
+65
+0.5% +$4.87K 0.33% 63
2024
Q2 		$965K Sell
13,289
-1,687
-11% -$124K 0.34% 58
2024
Q1 		$1.11M Sell
14,976
-1,757
-11% -$125K 0.4% 57
2023
Q4 		$1.18M Buy
+16,733
New +$1.1M 0.5% 53
2023
Q3 		– Sell
-17,000
Closed -$1.15M – 74
2023
Q2 		$1.15M Buy
17,000
+1,264
+8% +$85.7K 0.55% 51
2023
Q1 		$1.05M Buy
15,736
+809
+5% +$53K 0.54% 59
2022
Q4 		$920K Buy
14,927
+4,426
+42% +$260K 0.53% 52
2022
Q3 		$553K Buy
10,501
+635
+6% +$37.3K 0.39% 65
2022
Q2 		$581K Buy
9,866
+1,561
+19% +$100K 0.42% 48
2022
Q1 		$577K Buy
8,305
+788
+10% +$55.7K 0.35% 45
2021
Q4 		$561K Buy
+7,517
New +$565K 0.37% 48

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Peterson Wealth Services's IEFA Position: Q2 2026 in Review

Peterson Wealth Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q2 2026, buying an estimated $412K and bringing the position to 22,272 shares worth $2.15M. The position accounts for 0.47% of the portfolio, ranked #55.

Peterson Wealth Services first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Peterson Wealth Services held 22,272 shares of iShares Core MSCI EAFE ETF worth $2.15M as of Q2 2026.
  • Peterson Wealth Services bought 4,287 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $412K.
  • iShares Core MSCI EAFE ETF made up 0.47% of Peterson Wealth Services's portfolio in Q2 2026, its #55 holding.
  • Peterson Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.