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

Spire Wealth 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 		$30.8M Buy
319,116
+2,663
+0.8% +$256K 0.93% 15
2026
Q1 		$28.6M Buy
316,453
+4,735
+2% +$442K 0.98% 16
2025
Q4 		$27.9M Buy
311,718
+14,291
+5% +$1.26M 0.93% 15
2025
Q3 		$26M Buy
297,427
+2,016
+0.7% +$171K 0.88% 14
2025
Q2 		$23.9M Sell
295,411
-57,712
-16% -$4.58M 0.86% 17
2025
Q1 		$26.7M Buy
353,123
+43,012
+14% +$3.22M 0.86% 18
2024
Q4 		$21.8M Buy
310,111
+47,818
+18% +$3.53M 0.68% 28
2024
Q3 		$20.5M Buy
262,293
+5,389
+2% +$403K 0.69% 31
2024
Q2 		$18.6M Sell
256,904
-5,400
-2% -$397K 0.66% 32
2024
Q1 		$88M Buy
262,304
+4,201
+2% +$299K 1.6% 17
2023
Q4 		$17.8M Sell
258,103
-1,427
-0.5% -$94.1K 0.59% 33
2023
Q3 		$16.7M Buy
259,530
+27,376
+12% +$1.83M 0.64% 32
2023
Q2 		$15.7M Buy
232,154
+8,766
+4% +$594K 0.58% 33
2023
Q1 		$14.9M Buy
223,388
+46,904
+27% +$3.07M 0.58% 31
2022
Q4 		$10.9M Sell
176,484
-2,349
-1% -$138K 0.61% 37
2022
Q3 		$9.37M Sell
178,833
-40,371
-18% -$2.37M 0.57% 38
2022
Q2 		$12.9M Sell
219,204
-81,551
-27% -$5.23M 0.53% 41
2022
Q1 		$20.9M Buy
300,755
+11,602
+4% +$821K 0.56% 35
2021
Q4 		$21.6M Buy
289,153
+5,916
+2% +$445K 0.48% 43
2021
Q3 		$21M Buy
283,237
+14,903
+6% +$1.13M 0.56% 38
2021
Q2 		$20.2M Buy
268,334
+17,928
+7% +$1.35M 0.55% 38
2021
Q1 		$18M Buy
+250,406
New +$17.9M 0.48% 45

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

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

Spire Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.84% in Q2 2026, buying an estimated $256K and bringing the position to 319,116 shares worth $30.8M. The position accounts for 0.93% of the portfolio, ranked #15.

Spire Wealth Management first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $88M in Q1 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Spire Wealth Management held 319,116 shares of iShares Core MSCI EAFE ETF worth $30.8M as of Q2 2026.
  • Spire Wealth Management bought 2,663 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $256K.
  • iShares Core MSCI EAFE ETF made up 0.93% of Spire Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Spire Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core MSCI EAFE ETF position peaked at $88M in Q1 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.