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

SteelPeak 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	$4.98M	Buy	51,558 +895	+2%	+$86K	0.13%	128
2026 Q1	$4.59M	Buy	50,663 +39,460	+352%	+$3.68M	0.14%	115
2025 Q4	$1M	Buy	11,203 +5,635	+101%	+$498K	0.03%	274
2025 Q3	$486K	Buy	5,568 +1,483	+36%	+$126K	0.02%	396
2025 Q2	$341K	Sell	4,085 -1,512	-27%	-$120K	0.01%	402
2025 Q1	$423K	Sell	5,597 -1,460	-21%	-$109K	0.02%	371
2024 Q4	$496K	Buy	+7,057	New	+$521K	0.02%	342
2020 Q4	–	Sell	-110,088	Closed	-$6.64M	–	344
2020 Q3	$6.64M	Buy	+110,088	New	+$6.64M	0.71%	36
2020 Q2	–	Sell	-234,642	Closed	-$11.7M	–	288
2020 Q1	$11.7M	Buy	+234,642	New	+$14M	1.85%	9

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

SteelPeak Wealth's IEFA Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, buying an estimated $86K and bringing the position to 51,558 shares worth $4.98M. The position accounts for 0.13% of the portfolio, ranked #128.

SteelPeak Wealth first reported a position in IEFA in Q1 2020 and has held it in 9 quarters since. The position peaked at $11.7M in Q1 2020. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

SteelPeak Wealth held 51,558 shares of iShares Core MSCI EAFE ETF worth $4.98M as of Q2 2026.
SteelPeak Wealth bought 895 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $86K.
iShares Core MSCI EAFE ETF made up 0.13% of SteelPeak Wealth's portfolio in Q2 2026, its #128 holding.
SteelPeak Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 9 quarters since.
SteelPeak Wealth's iShares Core MSCI EAFE ETF position peaked at $11.7M in Q1 2020.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.