Shotwell Rutter Baer’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shotwell Rutter Baer’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	$232K	Hold	2,399	–	–	0.13%	36
2026 Q1	$217K	Hold	2,399	–	–	0.13%	38
2025 Q4	$219K	Hold	2,399	–	–	0.13%	37
2025 Q3	$212K	Hold	2,399	–	–	0.14%	36
2025 Q2	$200K	Buy	+2,399	New	+$190K	0.14%	37

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

Shotwell Rutter Baer's IEFA Position: Q2 2026 in Review

Shotwell Rutter Baer held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,399 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #36.

Shotwell Rutter Baer first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Shotwell Rutter Baer held 2,399 shares of iShares Core MSCI EAFE ETF worth $232K as of Q2 2026.
Shotwell Rutter Baer left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.13% of Shotwell Rutter Baer's portfolio in Q2 2026, its #36 holding.
Shotwell Rutter Baer first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.