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

Proathlete 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	$16.1M	Sell	166,358 -2,110	-1%	-$203K	3.98%	6
2026 Q1	$15.3M	Sell	168,468 -4,204	-2%	-$392K	4.23%	6
2025 Q4	$15.4M	Buy	172,672 +2,338	+1%	+$207K	4.21%	6
2025 Q3	$14.9M	Sell	170,334 -245	-0.1%	-$20.8K	4.28%	6
2025 Q2	$14.2M	Buy	170,579 +2,222	+1%	+$176K	4.53%	6
2025 Q1	$12.7M	Buy	168,357 +2,945	+2%	+$220K	4.64%	7
2024 Q4	$11.6M	Buy	165,412 +4,802	+3%	+$354K	4.38%	7
2024 Q3	$12.5M	Buy	160,610 +493	+0.3%	+$36.9K	5.16%	5
2024 Q2	$11.6M	Buy	160,117 +3,492	+2%	+$257K	5.51%	5
2024 Q1	$11.6M	Sell	156,625 -416	-0.3%	-$29.6K	6.18%	5
2023 Q4	$11M	Buy	+157,041	New	+$10.4M	6.54%	5

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

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

Proathlete Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $203K and leaving 166,358 shares worth $16.1M. The position accounts for 3.98% of the portfolio, ranked #6.

Proathlete Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Proathlete Wealth Management held 166,358 shares of iShares Core MSCI EAFE ETF worth $16.1M as of Q2 2026.
Proathlete Wealth Management sold 2,110 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $203K.
iShares Core MSCI EAFE ETF made up 3.98% of Proathlete Wealth Management's portfolio in Q2 2026, its #6 holding.
Proathlete Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.