RPg Family Wealth Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RPg Family Wealth 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	$313K	Sell	3,246 -211	-6%	-$20.3K	0.05%	118
2026 Q1	$313K	Buy	+3,457	New	+$323K	0.07%	123
2022 Q2	–	Sell	-1,637	Closed	-$114K	–	191
2022 Q1	$114K	Hold	1,637	–	–	0.05%	125
2021 Q4	$122K	Hold	1,637	–	–	0.05%	130
2021 Q3	$122K	Hold	1,637	–	–	0.05%	135
2021 Q2	$123K	Buy	+1,637	New	+$124K	0.05%	141
2020 Q4	$113K	Hold	1,637	–	–	0.05%	133
2020 Q3	$98.7K	Hold	1,637	–	–	0.05%	135
2020 Q2	$93.6K	Hold	1,637	–	–	0.06%	133
2020 Q1	$81.7K	Hold	1,637	–	–	0.06%	115
2019 Q4	$107K	Hold	1,637	–	–	0.06%	119
2019 Q3	$100K	Hold	1,637	–	–	0.06%	120
2019 Q2	$101K	Hold	1,637	–	–	0.06%	118
2019 Q1	$99.5K	Hold	1,637	–	–	0.06%	117
2018 Q4	$90K	Hold	1,637	–	–	0.09%	76
2018 Q3	$105K	Hold	1,637	–	–	0.08%	77
2018 Q2	$104K	Buy	+1,637	New	+$108K	0.08%	79
2017 Q2	–	Sell	-853	Closed	-$49.4K	–	305
2017 Q1	$49.4K	Sell	853 -14,331	-94%	-$806K	0.04%	124
2016 Q4	$814K	Buy	15,184 +2,639	+21%	+$142K	0.7%	35
2016 Q3	$692K	Sell	12,545 -6,701	-35%	-$362K	0.49%	41
2016 Q2	$999K	Buy	19,246 +2,516	+15%	+$135K	0.44%	37
2016 Q1	$889K	Buy	16,730 +13,454	+411%	+$686K	0.69%	38
2015 Q4	$178K	Buy	+3,276	New	+$182K	0.16%	43

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

RPg Family Wealth Advisory's IEFA Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q2 2026, selling an estimated $20.3K and leaving 3,246 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #118.

RPg Family Wealth Advisory first reported a position in IEFA in Q4 2015 and has held it in 23 quarters since. The position peaked at $999K in Q2 2016. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

RPg Family Wealth Advisory held 3,246 shares of iShares Core MSCI EAFE ETF worth $313K as of Q2 2026.
RPg Family Wealth Advisory sold 211 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $20.3K.
iShares Core MSCI EAFE ETF made up 0.05% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #118 holding.
RPg Family Wealth Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 23 quarters since.
RPg Family Wealth Advisory's iShares Core MSCI EAFE ETF position peaked at $999K in Q2 2016.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.