Sensible Money’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sensible Money’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	$534K	Sell	5,532 -13	-0.2%	-$1.25K	0.14%	47
2026 Q1	$502K	Sell	5,545 -144	-3%	-$13.4K	0.15%	44
2025 Q4	$509K	Sell	5,689 -174	-3%	-$15.4K	0.16%	41
2025 Q3	$512K	Sell	5,863 -34	-0.6%	-$2.89K	0.17%	40
2025 Q2	$492K	Buy	5,897 +5	+0.1%	+$397	0.19%	40
2025 Q1	$446K	Hold	5,892	–	–	0.19%	43
2024 Q4	$414K	Buy	5,892 +22	+0.4%	+$1.62K	0.18%	46
2024 Q3	$458K	Buy	5,870 +125	+2%	+$9.36K	0.2%	42
2024 Q2	$417K	Buy	5,745 +710	+14%	+$52.2K	0.2%	46
2024 Q1	$374K	Sell	5,035 -24	-0.5%	-$1.71K	0.2%	47
2023 Q4	$356K	Sell	5,059 -42	-0.8%	-$2.77K	0.21%	47
2023 Q3	$328K	Hold	5,101	–	–	0.23%	47
2023 Q2	$344K	Sell	5,101 -114	-2%	-$7.73K	0.25%	46
2023 Q1	$349K	Sell	5,215 -50	-0.9%	-$3.28K	0.3%	41
2022 Q4	$325K	Buy	+5,265	New	+$310K	0.35%	44

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

Sensible Money's IEFA Position: Q2 2026 in Review

Sensible Money reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.23% in Q2 2026, selling an estimated $1.25K and leaving 5,532 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #47.

Sensible Money first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sensible Money held 5,532 shares of iShares Core MSCI EAFE ETF worth $534K as of Q2 2026.
Sensible Money sold 13 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.25K.
iShares Core MSCI EAFE ETF made up 0.14% of Sensible Money's portfolio in Q2 2026, its #47 holding.
Sensible Money first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.