SWP
IEFA icon

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

ShoreHaven 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 		$244K Hold
2,530
– – 0.08% 96
2026
Q1 		$229K Hold
2,530
– – 0.08% 95
2025
Q4 		$226K Hold
2,530
– – 0.08% 96
2025
Q3 		$221K Buy
2,530
+88
+4% +$7.48K 0.08% 95
2025
Q2 		$204K Buy
+2,442
New +$194K 0.08% 97
2024
Q4 		– Sell
-4,802
Closed -$375K – 91
2024
Q3 		$375K Sell
4,802
-353
-7% -$26.4K 0.18% 61
2024
Q2 		$374K Sell
5,155
-4,117
-44% -$303K 0.2% 59
2024
Q1 		$688K Buy
9,272
+420
+5% +$29.9K 0.38% 48
2023
Q4 		$623K Sell
8,852
-292
-3% -$19.2K 0.38% 47
2023
Q3 		$588K Buy
9,144
+974
+12% +$65.2K 0.4% 46
2023
Q2 		$551K Sell
8,170
-1,670
-17% -$113K 0.37% 43
2023
Q1 		$658K Sell
9,840
-9,404
-49% -$617K 0.46% 42
2022
Q4 		$1.19M Buy
19,244
+2,158
+13% +$127K 0.84% 34
2022
Q3 		$899K Sell
17,086
-24,935
-59% -$1.47M 0.69% 37
2022
Q2 		$2.47M Sell
42,021
-73,469
-64% -$4.71M 1.77% 15
2022
Q1 		$8.03M Sell
115,490
-143,100
-55% -$10.1M 4.24% 7
2021
Q4 		$19.3M Buy
258,590
+4,648
+2% +$349K 9.56% 2
2021
Q3 		$18.9M Buy
253,942
+20,935
+9% +$1.59M 9.82% 2
2021
Q2 		$17.4M Buy
233,007
+92,054
+65% +$6.95M 9.37% 2
2021
Q1 		$10.2M Sell
140,953
-538
-0.4% -$38.4K 5.5% 4
2020
Q4 		$9.78M Buy
+141,491
New +$9.15M 5.47% 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

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

ShoreHaven Wealth Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,530 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #96.

ShoreHaven Wealth Partners first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $19.3M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • ShoreHaven Wealth Partners held 2,530 shares of iShares Core MSCI EAFE ETF worth $244K as of Q2 2026.
  • ShoreHaven Wealth Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.08% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • ShoreHaven Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $19.3M in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.