Robinswood Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Robinswood Financial’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	$28.6K	Buy	296 +4	+1%	+$384	0.01%	201
2026 Q1	$26.5K	Sell	292 -1,140	-80%	-$106K	0.01%	200
2025 Q4	$128K	Buy	1,432 +26	+2%	+$2.3K	0.04%	91
2025 Q3	$123K	Sell	1,406 -58	-4%	-$4.93K	0.04%	91
2025 Q2	$122K	Sell	1,464 -7	-0.5%	-$556	0.04%	93
2025 Q1	$111K	Hold	1,471	–	–	0.04%	92
2024 Q4	$103K	Buy	1,471 +23	+2%	+$1.7K	0.04%	90
2024 Q3	$113K	Buy	1,448 +171	+13%	+$12.8K	0.04%	88
2024 Q2	$92.8K	Buy	+1,277	New	+$94K	0.04%	96

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

Robinswood Financial's IEFA Position: Q2 2026 in Review

Robinswood Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, buying an estimated $384 and bringing the position to 296 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #201.

Robinswood Financial first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $128K in Q4 2025. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Robinswood Financial held 296 shares of iShares Core MSCI EAFE ETF worth $28.6K as of Q2 2026.
Robinswood Financial bought 4 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $384.
iShares Core MSCI EAFE ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #201 holding.
Robinswood Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Robinswood Financial's iShares Core MSCI EAFE ETF position peaked at $128K in Q4 2025.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.