Spirepoint Private Client’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Spirepoint Private Client’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	$499K	Hold	5,162	–	–	0.04%	204
2026 Q1	$467K	Hold	5,162	–	–	0.04%	192
2025 Q4	$462K	Buy	5,162 +2,419	+88%	+$214K	0.04%	183
2025 Q3	$239K	Hold	2,743	–	–	0.03%	247
2025 Q2	$229K	Sell	2,743 -313	-10%	-$24.8K	0.03%	217
2025 Q1	$231K	Hold	3,056	–	–	0.03%	194
2024 Q4	$215K	Sell	3,056 -432	-12%	-$31.9K	0.03%	204
2024 Q3	$272K	Sell	3,488 -240	-6%	-$18K	0.04%	180
2024 Q2	$271K	Sell	3,728 -500	-12%	-$36.8K	0.04%	185
2024 Q1	$314K	Buy	+4,228	New	+$301K	0.05%	161

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

Spirepoint Private Client's IEFA Position: Q2 2026 in Review

Spirepoint Private Client held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 5,162 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #204.

Spirepoint Private Client first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Spirepoint Private Client held 5,162 shares of iShares Core MSCI EAFE ETF worth $499K as of Q2 2026.
Spirepoint Private Client left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.04% of Spirepoint Private Client's portfolio in Q2 2026, its #204 holding.
Spirepoint Private Client first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.