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

Retirement Wealth Solutions’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	$1.63M	Buy	16,836 +551	+3%	+$52.9K	0.9%	24
2026 Q1	$1.47M	Sell	16,285 -100	-0.6%	-$9.33K	0.93%	24
2025 Q4	$1.47M	Buy	16,385 +894	+6%	+$79.1K	0.93%	25
2025 Q3	$1.35M	Sell	15,491 -193	-1%	-$16.4K	0.89%	25
2025 Q2	$1.31M	Sell	15,684 -1,794	-10%	-$142K	0.96%	24
2025 Q1	$1.32M	Sell	17,478 -245	-1%	-$18.3K	1.07%	22
2024 Q4	$1.24M	Buy	+17,723	New	+$1.31M	1.05%	21

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

Retirement Wealth Solutions's IEFA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, buying an estimated $52.9K and bringing the position to 16,836 shares worth $1.63M. The position accounts for 0.9% of the portfolio, ranked #24.

Retirement Wealth Solutions first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Retirement Wealth Solutions held 16,836 shares of iShares Core MSCI EAFE ETF worth $1.63M as of Q2 2026.
Retirement Wealth Solutions bought 551 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $52.9K.
iShares Core MSCI EAFE ETF made up 0.9% of Retirement Wealth Solutions's portfolio in Q2 2026, its #24 holding.
Retirement Wealth Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.