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

QTR 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	$384K	Buy	3,972 +21	+0.5%	+$2.02K	0.13%	167
2026 Q1	$382K	Sell	3,951 -161	-4%	-$15K	0.16%	148
2025 Q4	$400K	Sell	4,112 -204	-5%	-$18K	0.18%	131
2025 Q3	$377K	Sell	4,316 -443	-9%	-$37.6K	0.18%	122
2025 Q2	$397K	Buy	4,759 +21	+0.4%	+$1.67K	0.25%	92
2025 Q1	$358K	Buy	+4,738	New	+$354K	0.27%	99

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 22.9% 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

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

QTR Family Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.53% in Q2 2026, buying an estimated $2.02K and bringing the position to 3,972 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #167.

QTR Family Wealth first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $400K in Q4 2025. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

QTR Family Wealth held 3,972 shares of iShares Core MSCI EAFE ETF worth $384K as of Q2 2026.
QTR Family Wealth bought 21 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.02K.
iShares Core MSCI EAFE ETF made up 0.13% of QTR Family Wealth's portfolio in Q2 2026, its #167 holding.
QTR Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's iShares Core MSCI EAFE ETF position peaked at $400K in Q4 2025.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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