Petros Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Petros Family Wealth’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	$1.17M	Sell	12,153 -1,230	-9%	-$118K	0.72%	38
2026 Q1	$1.21M	Sell	13,383 -1,991	-13%	-$186K	0.86%	35
2025 Q4	$1.38M	Buy	15,374 +11,721	+321%	+$1.04M	0.92%	28
2025 Q3	$319K	Sell	3,653 -363	-9%	-$30.8K	0.27%	96
2025 Q2	$335K	Sell	4,016 -1,770	-31%	-$140K	0.31%	92
2025 Q1	$438K	Buy	5,786 +165	+3%	+$12.3K	0.48%	63
2024 Q4	$395K	Buy	+5,621	New	+$415K	0.43%	64

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Petros Family Wealth's IEFA Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.2% in Q2 2026, selling an estimated $118K and leaving 12,153 shares worth $1.17M. The position accounts for 0.72% of the portfolio, ranked #38.

Petros Family Wealth first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2025. 967 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Petros Family Wealth held 12,153 shares of iShares Core MSCI EAFE ETF worth $1.17M as of Q2 2026.
Petros Family Wealth sold 1,230 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $118K.
iShares Core MSCI EAFE ETF made up 0.72% of Petros Family Wealth's portfolio in Q2 2026, its #38 holding.
Petros Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's iShares Core MSCI EAFE ETF position peaked at $1.38M in Q4 2025.
967 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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