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

Shelton 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
2026 Q2	$1.58M	Buy	16,375 +374	+2%	+$35.9K	0.62%	50
2026 Q1	$1.45M	Sell	16,001 -1,333	-8%	-$124K	0.63%	47
2025 Q4	$1.55M	Sell	17,334 -235	-1%	-$20.8K	0.66%	44
2025 Q3	$1.53M	Sell	17,569 -126	-0.7%	-$10.7K	0.69%	46
2025 Q2	$1.48M	Sell	17,695 -2,059	-10%	-$163K	0.71%	40
2025 Q1	$1.49M	Sell	19,754 -99	-0.5%	-$7.4K	0.81%	26
2024 Q4	$1.4M	Sell	19,853 -2,647	-12%	-$195K	0.72%	34
2024 Q3	$1.76M	Sell	22,500 -2,950	-12%	-$221K	0.95%	23
2024 Q2	$1.85M	Sell	25,450 -3,962	-13%	-$292K	1.05%	22
2024 Q1	$2.18M	Sell	29,412 -3,434	-10%	-$244K	1.37%	21
2023 Q4	$2.31M	Sell	32,846 -9,535	-22%	-$628K	1.64%	16
2023 Q3	$2.73M	Buy	42,381 +3,129	+8%	+$210K	2.18%	16
2023 Q2	$2.65M	Sell	39,252 -1,513	-4%	-$103K	2.05%	15
2023 Q1	$2.73M	Buy	40,765 +21,036	+107%	+$1.38M	2.21%	15
2022 Q4	$1.22M	Sell	19,729 -26,063	-57%	-$1.53M	0.96%	24
2022 Q3	$2.41M	Buy	45,792 +75	+0.2%	+$4.41K	2.15%	15
2022 Q2	$2.69M	Buy	45,717 +1,183	+3%	+$75.9K	2.29%	13
2022 Q1	$3.1M	Buy	44,534 +13,875	+45%	+$981K	2.44%	12
2021 Q4	$2.29M	Buy	+30,659	New	+$2.3M	1.8%	15

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

Shelton Wealth Management's IEFA Position: Q2 2026 in Review

Shelton Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, buying an estimated $35.9K and bringing the position to 16,375 shares worth $1.58M. The position accounts for 0.62% of the portfolio, ranked #50.

Shelton Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.1M in Q1 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Shelton Wealth Management held 16,375 shares of iShares Core MSCI EAFE ETF worth $1.58M as of Q2 2026.
Shelton Wealth Management bought 374 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $35.9K.
iShares Core MSCI EAFE ETF made up 0.62% of Shelton Wealth Management's portfolio in Q2 2026, its #50 holding.
Shelton Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Shelton Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.1M in Q1 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.