Precision Wealth Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Precision Wealth Strategies’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	$7M	Sell	72,498 -436	-0.6%	-$41.9K	2.11%	10
2026 Q1	$6.6M	Sell	72,934 -13,969	-16%	-$1.3M	2.19%	10
2025 Q4	$7.77M	Sell	86,903 -16,211	-16%	-$1.43M	2.52%	7
2025 Q3	$9M	Sell	103,114 -9,582	-9%	-$814K	2.92%	5
2025 Q2	$9.41M	Buy	112,696 +109,029	+2,973%	+$8.65M	3.05%	6
2025 Q1	$277K	Buy	+3,667	New	+$274K	0.21%	87

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Precision Wealth Strategies's IEFA Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.6% in Q2 2026, selling an estimated $41.9K and leaving 72,498 shares worth $7M. The position accounts for 2.11% of the portfolio, ranked #10.

Precision Wealth Strategies first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.41M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Precision Wealth Strategies held 72,498 shares of iShares Core MSCI EAFE ETF worth $7M as of Q2 2026.
Precision Wealth Strategies sold 436 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $41.9K.
iShares Core MSCI EAFE ETF made up 2.11% of Precision Wealth Strategies's portfolio in Q2 2026, its #10 holding.
Precision Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Precision Wealth Strategies's iShares Core MSCI EAFE ETF position peaked at $9.41M in Q2 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.