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

Revolve 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	$51.4M	Buy	532,594 +10,102	+2%	+$970K	5.33%	2
2026 Q1	$47.3M	Sell	522,492 -60,792	-10%	-$5.67M	6.14%	2
2025 Q4	$52.2M	Buy	583,284 +2,462	+0.4%	+$218K	6.13%	2
2025 Q3	$50.7M	Buy	580,822 +6	+0%	+$510	6.08%	2
2025 Q2	$48.5M	Sell	580,816 -11,371	-2%	-$902K	6.3%	2
2025 Q1	$44.8M	Buy	592,187 +40,519	+7%	+$3.03M	6.48%	2
2024 Q4	$38.8M	Buy	551,668 +19,941	+4%	+$1.47M	5.6%	2
2024 Q3	$41.5M	Buy	531,727 +10,224	+2%	+$765K	6.32%	2
2024 Q2	$37.9M	Buy	521,503 +18,663	+4%	+$1.37M	6.23%	2
2024 Q1	$37.3M	Buy	502,840 +157,553	+46%	+$11.2M	6.36%	2
2023 Q4	$24.3M	Buy	345,287 +156,299	+83%	+$10.3M	4.68%	3
2023 Q3	$12.2M	Buy	188,988 +57,964	+44%	+$3.88M	2.8%	9
2023 Q2	$8.84M	Sell	131,024 -4,598	-3%	-$312K	2.07%	17
2023 Q1	$9.07M	Sell	135,622 -19	-0%	-$1.25K	2.31%	12
2022 Q4	$8.36M	Buy	135,641 +11,637	+9%	+$685K	2.39%	13
2022 Q3	$6.53M	Sell	124,004 -509	-0.4%	-$29.9K	2.18%	14
2022 Q2	$7.33M	Buy	124,513 +7,126	+6%	+$457K	2.41%	14
2022 Q1	$8.16M	Buy	117,387 +4,701	+4%	+$333K	2.35%	12
2021 Q4	$8.41M	Buy	+112,686	New	+$8.47M	2.42%	12

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

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

Revolve Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, buying an estimated $970K and bringing the position to 532,594 shares worth $51.4M. The position accounts for 5.33% of the portfolio, ranked #2.

Revolve Wealth Partners first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.2M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Revolve Wealth Partners held 532,594 shares of iShares Core MSCI EAFE ETF worth $51.4M as of Q2 2026.
Revolve Wealth Partners bought 10,102 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $970K.
iShares Core MSCI EAFE ETF made up 5.33% of Revolve Wealth Partners's portfolio in Q2 2026, its #2 holding.
Revolve Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Revolve Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $52.2M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.