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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.7M Buy
194,011
+8,310
+4% +$798K 6.32% 3
2026
Q1
$16.8M Buy
185,701
+18,259
+11% +$1.7M 6.14% 2
2025
Q4
$15M Buy
+167,442
New +$14.8M 5.9% 3

Other funds holding IEFA

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

Shrier Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, buying an estimated $798K and bringing the position to 194,011 shares worth $18.7M. The position accounts for 6.32% of the portfolio, ranked #3.

Shrier Wealth Management first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Shrier Wealth Management held 194,011 shares of iShares Core MSCI EAFE ETF worth $18.7M as of Q2 2026.
  • Shrier Wealth Management bought 8,310 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $798K.
  • iShares Core MSCI EAFE ETF made up 6.32% of Shrier Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Shrier Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.