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Schneider Downs Wealth Management Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$3.78M Buy
39,146
+4,217
+12% +$405K 0.36% 32
2026
Q1 		$3.16M Hold
34,929
– – 0.35% 30
2025
Q4 		$3.12M Buy
34,929
+4,452
+15% +$394K 0.35% 33
2025
Q3 		$2.66M Sell
30,477
-4,813
-14% -$409K 0.32% 38
2025
Q2 		$2.95M Buy
35,290
+16,197
+85% +$1.29M 0.44% 32
2025
Q1 		$1.44M Sell
19,093
-3,709
-16% -$277K 0.26% 48
2024
Q4 		$1.6M Buy
22,802
+16,675
+272% +$1.23M 0.3% 45
2024
Q3 		$478K Sell
6,127
-130
-2% -$9.73K 0.1% 89
2024
Q2 		$455K Sell
6,257
-1,759
-22% -$129K 0.1% 85
2024
Q1 		$595K Sell
8,016
-1,077
-12% -$76.7K 0.14% 66
2023
Q4 		$640K Buy
9,093
+781
+9% +$51.5K 0.17% 55
2023
Q3 		$535K Buy
8,312
+305
+4% +$20.4K 0.12% 56
2023
Q2 		$540K Sell
8,007
-2,857
-26% -$194K 0.12% 59
2023
Q1 		$726K Sell
10,864
-38
-0.3% -$2.49K 0.15% 52
2022
Q4 		$672K Buy
10,902
+6,758
+163% +$398K 0.15% 52
2022
Q3 		$218K Sell
4,144
-356
-8% -$20.9K 0.06% 120
2022
Q2 		$265K Sell
4,500
-829
-16% -$53.2K 0.07% 105
2022
Q1 		$370K Buy
5,329
+1,131
+27% +$80K 0.09% 93
2021
Q4 		$313K Buy
4,198
+848
+25% +$63.7K 0.07% 112
2021
Q3 		$249K Hold
3,350
– – 0.06% 124
2021
Q2 		$251K Hold
3,350
– – 0.07% 120
2021
Q1 		$241K Hold
3,350
– – 0.06% 118
2020
Q4 		$231K Hold
3,350
– – 0.06% 85
2020
Q3 		$202K Buy
+3,350
New +$202K 0.07% 98
2020
Q2 		– Sell
-9,458
Closed -$472K – 95
2020
Q1 		$472K Buy
9,458
+2,524
+36% +$150K 0.17% 47
2019
Q4 		$452K Sell
6,934
-107
-2% -$6.79K 0.13% 38
2019
Q3 		$430K Sell
7,041
-4,689
-40% -$283K 0.13% 37
2019
Q2 		$720K Sell
11,730
-788
-6% -$48.3K 0.25% 32
2019
Q1 		$761K Sell
12,518
-5,650
-31% -$333K 0.29% 28
2018
Q4 		$999K Buy
18,168
+2,521
+16% +$148K 0.43% 19
2018
Q3 		$1M Sell
15,647
-609
-4% -$38.8K 0.64% 17
2018
Q2 		$1.03M Sell
16,256
-562
-3% -$37.2K 0.68% 15
2018
Q1 		$1.11M Buy
16,818
+533
+3% +$35.8K 0.62% 16
2017
Q4 		$1.08M Buy
16,285
+516
+3% +$33.6K 0.62% 15
2017
Q3 		$1.01M Buy
15,769
+176
+1% +$11K 0.65% 14
2017
Q2 		$949K Buy
15,593
+1,603
+11% +$96.8K 0.62% 15
2017
Q1 		$811K Buy
13,990
+3,641
+35% +$205K 0.55% 15
2016
Q4 		$555K Buy
10,349
+193
+2% +$10.4K 0.38% 16
2016
Q3 		$560K Buy
10,156
+683
+7% +$36.9K 0.36% 16
2016
Q2 		$492K Buy
9,473
+3,648
+63% +$195K 0.33% 15
2016
Q1 		$310K Buy
5,825
+1,453
+33% +$74.1K 0.22% 21
2015
Q4 		$238K Buy
+4,372
New +$243K 0.28% 23

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

Schneider Downs Wealth Management Advisors's IEFA Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $405K and bringing the position to 39,146 shares worth $3.78M. The position accounts for 0.36% of the portfolio, ranked #32.

Schneider Downs Wealth Management Advisors first reported a position in IEFA in Q4 2015 and has held it in 42 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 39,146 shares of iShares Core MSCI EAFE ETF worth $3.78M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 4,217 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $405K.
  • iShares Core MSCI EAFE ETF made up 0.36% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #32 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.