RWP
IEFA icon

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

RWA Wealth Partners’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 		$27.1M Buy
280,240
+132,420
+90% +$12.7M 0.26% 60
2026
Q1 		$13.4M Sell
147,820
-37,159
-20% -$3.47M 0.15% 89
2025
Q4 		$16.5M Buy
184,979
+99,939
+118% +$8.84M 0.18% 78
2025
Q3 		$7.42M Sell
85,040
-49,895
-37% -$4.24M 0.08% 139
2025
Q2 		$11.3M Sell
134,935
-5,640
-4% -$448K 0.14% 98
2025
Q1 		$10.6M Sell
140,575
-5,183
-4% -$388K 0.13% 96
2024
Q4 		$10.2M Buy
145,758
+62,633
+75% +$4.62M 0.13% 102
2024
Q3 		$6.49M Sell
83,125
-72,939
-47% -$5.46M 0.08% 133
2024
Q2 		$11.3M Buy
156,064
+903
+0.6% +$66.4K 0.15% 87
2024
Q1 		$11.5M Buy
155,161
+10,031
+7% +$714K 0.16% 89
2023
Q4 		$10.2M Buy
145,130
+85,643
+144% +$5.64M 0.15% 91
2023
Q3 		$3.83M Buy
59,487
+867
+1% +$58K 0.08% 95
2023
Q2 		$3.96M Buy
58,620
+1,896
+3% +$129K 0.09% 89
2023
Q1 		$3.79M Sell
56,724
-61,973
-52% -$4.06M 0.09% 77
2022
Q4 		$7.7M Buy
118,697
+12,333
+12% +$726K 0.19% 53
2022
Q3 		$5.6M Sell
106,364
-9,701
-8% -$570K 0.39% 59
2022
Q2 		$6.83M Buy
116,065
+91,559
+374% +$5.87M 0.46% 44
2022
Q1 		$1.7M Buy
24,506
+6,657
+37% +$471K 0.11% 108
2021
Q4 		$1.33M Sell
17,849
-679
-4% -$51K 0.09% 117
2021
Q3 		$1.38M Sell
18,528
-127
-0.7% -$9.66K 0.1% 110
2021
Q2 		$1.4M Sell
18,655
-172
-0.9% -$13K 0.1% 108
2021
Q1 		$1.36M Buy
18,827
+1,342
+8% +$95.9K 0.11% 108
2020
Q4 		$1.21M Buy
17,485
+373
+2% +$24.1K 0.11% 107
2020
Q3 		$1.03M Sell
17,112
-326
-2% -$19.7K 0.11% 104
2020
Q2 		$997K Sell
17,438
-5,569
-24% -$302K 0.12% 101
2020
Q1 		$1.15M Sell
23,007
-193,542
-89% -$11.5M 0.16% 88
2019
Q4 		$14.1M Sell
216,549
-6,224
-3% -$395K 1.4% 20
2019
Q3 		$13.6M Sell
222,773
-18,090
-8% -$1.09M 1.44% 19
2019
Q2 		$14.8M Sell
240,863
-4,757
-2% -$291K 1.59% 16
2019
Q1 		$14.9M Sell
245,620
-16,891
-6% -$997K 1.71% 14
2018
Q4 		$14.4M Sell
262,511
-30,987
-11% -$1.82M 1.9% 11
2018
Q3 		$18.8M Sell
293,498
-146,139
-33% -$9.32M 2.11% 10
2018
Q2 		$27.9M Sell
439,637
-64,973
-13% -$4.3M 3.11% 5
2018
Q1 		$33.2M Sell
504,610
-63,549
-11% -$4.27M 4.28% 3
2017
Q4 		$37.5M Buy
568,159
+87,804
+18% +$5.72M 4.22% 3
2017
Q3 		$30.8M Sell
480,355
-117,433
-20% -$7.35M 3.48% 4
2017
Q2 		$36.4M Buy
597,788
+130,774
+28% +$7.89M 4.46% 3
2017
Q1 		$27.1M Buy
+467,014
New +$26.3M 3.55% 3

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

RWA Wealth Partners's IEFA Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 90% in Q2 2026, buying an estimated $12.7M and bringing the position to 280,240 shares worth $27.1M. The position accounts for 0.26% of the portfolio, ranked #60.

RWA Wealth Partners first reported a position in IEFA in Q1 2017 and has held it in 38 quarters since. The position peaked at $37.5M in Q4 2017. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • RWA Wealth Partners held 280,240 shares of iShares Core MSCI EAFE ETF worth $27.1M as of Q2 2026.
  • RWA Wealth Partners bought 132,420 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.7M.
  • iShares Core MSCI EAFE ETF made up 0.26% of RWA Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • RWA Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 38 quarters since.
  • RWA Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $37.5M in Q4 2017.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.