Ruedi Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ruedi Wealth Management’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
2025 Q2	–	Sell	-4	Closed	-$284	–	178
2025 Q1	$284	Hold	4	–	–	﹤0.01%	322
2024 Q4	$248	Hold	4	–	–	﹤0.01%	328
2024 Q3	$275	Hold	4	–	–	﹤0.01%	331
2024 Q2	$256	Hold	4	–	–	﹤0.01%	446
2024 Q1	$262	Hold	4	–	–	﹤0.01%	256
2023 Q4	$248	Hold	4	–	–	﹤0.01%	240
2023 Q3	$227	Sell	4 -18	-82%	-$1.21K	﹤0.01%	215
2023 Q2	$1.45K	Buy	22 +18	+450%	+$1.22K	﹤0.01%	198
2023 Q1	$247	Hold	4	–	–	﹤0.01%	248
2022 Q4	$217	Buy	+4	New	+$235	﹤0.01%	230

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ruedi Wealth Management's IEFA Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 4 shares — an estimated $284 sold.

Ruedi Wealth Management first reported a position in IEFA in Q4 2022 and held it in 10 quarters. The position peaked at $1.45K in Q2 2023. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 4 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $284.
Ruedi Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.45K in Q2 2023.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.