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

SIMA 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 		$1.77M Sell
18,320
-138
-0.7% -$13.3K 1.25% 16
2026
Q1 		$1.67M Hold
18,458
– – 1.27% 16
2025
Q4 		$1.65M Hold
18,458
– – 1.26% 17
2025
Q3 		$1.61M Sell
18,458
-7
-0% -$595 1.23% 17
2025
Q2 		$1.54M Sell
18,465
-2,967
-14% -$235K 1.24% 17
2025
Q1 		$1.62M Sell
21,432
-3,145
-13% -$235K 1.35% 18
2024
Q4 		$1.73M Sell
24,577
-545
-2% -$40.2K 1.47% 18
2024
Q3 		$1.96M Sell
25,122
-29
-0.1% -$2.17K 1.7% 18
2024
Q2 		$1.83M Buy
+25,151
New +$1.85M 1.74% 19

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

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

SIMA Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.75% in Q2 2026, selling an estimated $13.3K and leaving 18,320 shares worth $1.77M. The position accounts for 1.25% of the portfolio, ranked #16.

SIMA Wealth Partners first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q3 2024. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SIMA Wealth Partners held 18,320 shares of iShares Core MSCI EAFE ETF worth $1.77M as of Q2 2026.
  • SIMA Wealth Partners sold 138 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.3K.
  • iShares Core MSCI EAFE ETF made up 1.25% of SIMA Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • SIMA Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $1.96M in Q3 2024.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.