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

REDW 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	$4.43M	Sell	45,852 -1,898	-4%	-$182K	1.59%	15
2026 Q1	$4.32M	Sell	47,750 -3,488	-7%	-$326K	1.72%	15
2025 Q4	$4.58M	Sell	51,238 -4,077	-7%	-$361K	1.75%	15
2025 Q3	$4.83M	Sell	55,315 -509	-0.9%	-$43.2K	1.83%	14
2025 Q2	$4.66M	Sell	55,824 -616	-1%	-$48.9K	1.85%	13
2025 Q1	$4.27M	Buy	56,440 +6,146	+12%	+$460K	1.59%	14
2024 Q4	$3.53M	Buy	+50,294	New	+$3.71M	1.23%	19
2023 Q4	–	Sell	-3,249	Closed	-$209K	–	153
2023 Q3	$209K	Buy	+3,249	New	+$218K	0.06%	134

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

REDW Wealth's IEFA Position: Q2 2026 in Review

REDW Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4% in Q2 2026, selling an estimated $182K and leaving 45,852 shares worth $4.43M. The position accounts for 1.59% of the portfolio, ranked #15.

REDW Wealth first reported a position in IEFA in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.83M in Q3 2025. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

REDW Wealth held 45,852 shares of iShares Core MSCI EAFE ETF worth $4.43M as of Q2 2026.
REDW Wealth sold 1,898 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $182K.
iShares Core MSCI EAFE ETF made up 1.59% of REDW Wealth's portfolio in Q2 2026, its #15 holding.
REDW Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 8 quarters since.
REDW Wealth's iShares Core MSCI EAFE ETF position peaked at $4.83M in Q3 2025.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.