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Spartan Wealth Advisory Services LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$688K Hold
7,126
– – 0.06% 194
2026
Q1 		$645K Buy
+7,126
New +$665K 0.06% 190

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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

Spartan Wealth Advisory Services LLC's IEFA Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 7,126 shares worth $688K. The position accounts for 0.06% of the portfolio, ranked #194.

Spartan Wealth Advisory Services LLC first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 2,375 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,126 shares of iShares Core MSCI EAFE ETF worth $688K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #194 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,375 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.