Pursue Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pursue Wealth Partners’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	–	Sell	-2,266	Closed	-$205K	–	105
2026 Q1	$205K	Hold	2,266	–	–	0.12%	97
2025 Q4	$203K	Buy	+2,266	New	+$200K	0.1%	100
2022 Q2	–	Sell	-2,546	Closed	-$175K	–	165
2022 Q1	$175K	Buy	+2,546	New	+$180K	0.07%	137

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

Pursue Wealth Partners's IEFA Position: Q2 2026 in Review

Pursue Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 2,266 shares — an estimated $205K sold.

Pursue Wealth Partners first reported a position in IEFA in Q1 2022 and held it in 3 quarters. The position peaked at $205K in Q1 2026. 2,457 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Pursue Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Pursue Wealth Partners sold 2,266 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $205K.
Pursue Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 3 quarters.
Pursue Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $205K in Q1 2026.
2,457 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.