Richard W. Paul & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Richard W. Paul & Associates’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	$11.3M	Buy	117,424 +1,627	+1%	+$156K	3.47%	5
2026 Q1	$10.5M	Sell	115,797 -3,112	-3%	-$290K	3.53%	5
2025 Q4	$10.6M	Buy	118,909 +6,075	+5%	+$537K	3.53%	6
2025 Q3	$9.85M	Buy	112,834 +1,197	+1%	+$102K	3.36%	6
2025 Q2	$9.32M	Sell	111,637 -1,316	-1%	-$104K	3.37%	6
2025 Q1	$8.54M	Buy	112,953 +2,145	+2%	+$160K	3.35%	7
2024 Q4	$7.79M	Buy	110,808 +3,365	+3%	+$248K	2.84%	8
2024 Q3	$8.39M	Buy	107,443 +1,515	+1%	+$113K	3.01%	8
2024 Q2	$7.69M	Buy	105,928 +6,252	+6%	+$460K	2.97%	8
2024 Q1	$7.4M	Sell	99,676 -735	-0.7%	-$52.3K	2.95%	7
2023 Q4	$7.06M	Buy	100,411 +3,690	+4%	+$243K	2.97%	6
2023 Q3	$6.22M	Buy	96,721 +2,547	+3%	+$171K	2.85%	6
2023 Q2	$6.36M	Buy	94,174 +2,888	+3%	+$196K	2.77%	4
2023 Q1	$6.1M	Buy	91,286 +5,163	+6%	+$338K	2.81%	4
2022 Q4	$5.31M	Buy	+86,123	New	+$5.07M	2.67%	7

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

Richard W. Paul & Associates's IEFA Position: Q2 2026 in Review

Richard W. Paul & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, buying an estimated $156K and bringing the position to 117,424 shares worth $11.3M. The position accounts for 3.47% of the portfolio, ranked #5.

Richard W. Paul & Associates first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Richard W. Paul & Associates held 117,424 shares of iShares Core MSCI EAFE ETF worth $11.3M as of Q2 2026.
Richard W. Paul & Associates bought 1,627 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $156K.
iShares Core MSCI EAFE ETF made up 3.47% of Richard W. Paul & Associates's portfolio in Q2 2026, its #5 holding.
Richard W. Paul & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.