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

RVW Wealth’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 		$703K Buy
7,284
+45
+0.6% +$4.32K 0.05% 93
2026
Q1 		$655K Buy
7,239
+100
+1% +$9.33K 0.05% 96
2025
Q4 		$639K Buy
7,139
+85
+1% +$7.52K 0.05% 94
2025
Q3 		$616K Hold
7,054
– – 0.05% 91
2025
Q2 		$589K Buy
7,054
+325
+5% +$25.8K 0.05% 88
2025
Q1 		$509K Sell
6,729
-807
-11% -$60.3K 0.05% 89
2024
Q4 		$530K Hold
7,536
– – 0.05% 86
2024
Q3 		$588K Hold
7,536
– – 0.05% 86
2024
Q2 		$547K Hold
7,536
– – 0.05% 84
2024
Q1 		$559K Hold
7,536
– – 0.06% 86
2023
Q4 		$530K Sell
7,536
-4,280
-36% -$282K 0.06% 91
2023
Q3 		$760K Hold
11,816
– – 0.09% 76
2023
Q2 		$798K Sell
11,816
-63
-0.5% -$4.27K 0.09% 80
2023
Q1 		$794K Sell
11,879
-696
-6% -$45.6K 0.1% 82
2022
Q4 		$775K Sell
12,575
-425
-3% -$25K 0.1% 83
2022
Q3 		$685K Buy
13,000
+4,701
+57% +$276K 0.1% 85
2022
Q2 		$488K Sell
8,299
-6,549
-44% -$420K 0.07% 94
2022
Q1 		$1.03M Buy
14,848
+6,151
+71% +$435K 0.12% 71
2021
Q4 		$649K Buy
8,697
+116
+1% +$8.72K 0.07% 83
2021
Q3 		$1M Buy
8,581
+3,227
+60% +$245K 0.12% 70
2021
Q2 		$0 Buy
5,354
+680
+15% +$51.3K ﹤0.01% 94
2021
Q1 		$1M Sell
4,674
-26
-0.6% -$1.86K 0.13% 77
2020
Q4 		$1M Hold
4,700
– – 0.15% 70
2020
Q3 		$283K Hold
4,700
– – 0.05% 85
2020
Q2 		$269K Sell
4,700
-3,811
-45% -$207K 0.05% 82
2020
Q1 		$425K Sell
8,511
-41,628
-83% -$2.48M 0.1% 76
2019
Q4 		$3.27M Sell
50,139
-482
-1% -$30.6K 0.72% 34
2019
Q3 		$3.09M Buy
+50,621
New +$3.06M 0.74% 34

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RVW Wealth's IEFA Position: Q2 2026 in Review

RVW Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.62% in Q2 2026, buying an estimated $4.32K and bringing the position to 7,284 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #93.

RVW Wealth first reported a position in IEFA in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.27M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • RVW Wealth held 7,284 shares of iShares Core MSCI EAFE ETF worth $703K as of Q2 2026.
  • RVW Wealth bought 45 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.32K.
  • iShares Core MSCI EAFE ETF made up 0.05% of RVW Wealth's portfolio in Q2 2026, its #93 holding.
  • RVW Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
  • RVW Wealth's iShares Core MSCI EAFE ETF position peaked at $3.27M in Q4 2019.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.