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

Smallwood Wealth Investment Management’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 		$46.1K Hold
477
– – 0.02% 199
2026
Q1 		$43.2K Sell
477
-1,517
-76% -$142K 0.02% 191
2025
Q4 		$178K Hold
1,994
– – 0.09% 88
2025
Q3 		$174K Hold
1,994
– – 0.09% 89
2025
Q2 		$166K Buy
1,994
+215
+12% +$17.1K 0.1% 84
2025
Q1 		$135K Buy
+1,779
New +$133K 0.08% 93
2022
Q1 		– Sell
-2,871
Closed -$214K – 58
2021
Q4 		$214K Buy
+2,871
New +$216K 0.2% 53

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Smallwood Wealth Investment Management's IEFA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 477 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #199.

Smallwood Wealth Investment Management first reported a position in IEFA in Q4 2021 and has held it in 7 quarters since. The position peaked at $214K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Smallwood Wealth Investment Management held 477 shares of iShares Core MSCI EAFE ETF worth $46.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #199 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 7 quarters since.
  • Smallwood Wealth Investment Management's iShares Core MSCI EAFE ETF position peaked at $214K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.