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Roger Wittlin Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Roger Wittlin Investment Advisory’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 		$1.76M Sell
18,193
-1,187
-6% -$114K 1.38% 15
2026
Q1 		$1.75M Buy
19,380
+2,043
+12% +$191K 1.43% 14
2025
Q4 		$1.55M Sell
17,337
-3,144
-15% -$278K 1.08% 16
2025
Q3 		$1.79M Buy
20,481
+2,664
+15% +$226K 0.99% 20
2025
Q2 		$1.49M Buy
17,817
+321
+2% +$25.5K 0.83% 22
2025
Q1 		$1.32M Sell
17,496
-546
-3% -$40.8K 0.77% 21
2024
Q4 		$1.27M Sell
18,042
-5,729
-24% -$423K 0.71% 21
2024
Q3 		$1.86M Hold
23,771
– – 1.07% 18
2024
Q2 		$1.73M Sell
23,771
-546
-2% -$40.2K 1.11% 18
2024
Q1 		$1.8M Sell
24,317
-1,522
-6% -$108K 1.27% 20
2023
Q4 		$1.82M Buy
25,839
+5,323
+26% +$351K 1.34% 21
2023
Q3 		$1.32M Buy
20,516
+1,379
+7% +$92.3K 1.12% 22
2023
Q2 		$1.29M Buy
19,137
+7,063
+58% +$479K 1.05% 22
2023
Q1 		$807K Buy
+12,074
New +$792K 0.72% 27
2022
Q4 		– Sell
-49
Closed -$2K – 39
2022
Q3 		$2K Sell
49
-66,073
-100% -$3.89M 0.05% 15
2022
Q2 		$3.89M Sell
66,122
-28,537
-30% -$1.83M 3.84% 10
2022
Q1 		$6.58M Sell
94,659
-23,029
-20% -$1.63M 6.06% 5
2021
Q4 		$8.78M Buy
+117,688
New +$8.84M 6.9% 5

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Roger Wittlin Investment Advisory's IEFA Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q2 2026, selling an estimated $114K and leaving 18,193 shares worth $1.76M. The position accounts for 1.38% of the portfolio, ranked #15.

Roger Wittlin Investment Advisory first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.78M in Q4 2021. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Roger Wittlin Investment Advisory held 18,193 shares of iShares Core MSCI EAFE ETF worth $1.76M as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 1,187 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $114K.
  • iShares Core MSCI EAFE ETF made up 1.38% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #15 holding.
  • Roger Wittlin Investment Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Roger Wittlin Investment Advisory's iShares Core MSCI EAFE ETF position peaked at $8.78M in Q4 2021.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.