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

Simplicity Wealth’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	$2.01M	Sell	20,798 -2,620	-11%	-$252K	0.07%	278
2026 Q1	$2.12M	Buy	23,418 +2,786	+14%	+$260K	0.12%	173
2025 Q4	$1.85M	Sell	20,632 -22,192	-52%	-$1.96M	0.11%	185
2025 Q3	$3.74M	Buy	42,824 +3,534	+9%	+$300K	0.22%	108
2025 Q2	$3.28M	Sell	39,290 -177	-0.4%	-$14K	0.14%	154
2025 Q1	$2.99M	Buy	39,467 +10,848	+38%	+$811K	0.23%	105
2024 Q4	$2.01M	Buy	28,619 +1,019	+4%	+$75.2K	0.42%	41
2024 Q3	$2.15M	Sell	27,600 -77,615	-74%	-$5.81M	0.2%	108
2024 Q2	$7.64M	Buy	105,215 +5,586	+6%	+$411K	0.17%	119
2024 Q1	$7.39M	Buy	+99,629	New	+$7.09M	0.18%	117

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

Simplicity Wealth's IEFA Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, selling an estimated $252K and leaving 20,798 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #278.

Simplicity Wealth first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.64M in Q2 2024. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Simplicity Wealth held 20,798 shares of iShares Core MSCI EAFE ETF worth $2.01M as of Q2 2026.
Simplicity Wealth sold 2,620 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $252K.
iShares Core MSCI EAFE ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #278 holding.
Simplicity Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's iShares Core MSCI EAFE ETF position peaked at $7.64M in Q2 2024.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.