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

Stone Summit 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 		$1.96M Buy
20,261
+57
+0.3% +$5.47K 0.5% 56
2026
Q1 		$1.83M Buy
20,204
+6,910
+52% +$645K 0.51% 56
2025
Q4 		$1.19M Sell
13,294
-329
-2% -$29.1K 0.32% 65
2025
Q3 		$1.19M Sell
13,623
-635
-4% -$54K 0.34% 64
2025
Q2 		$1.19M Sell
14,258
-98
-0.7% -$7.78K 0.37% 68
2025
Q1 		$1.09M Hold
14,356
– – 0.37% 69
2024
Q4 		$1.01M Sell
14,356
-271
-2% -$20K 0.34% 70
2024
Q3 		$1.14M Buy
14,627
+327
+2% +$24.5K 0.37% 71
2024
Q2 		$1.04M Buy
14,300
+94
+0.7% +$6.92K 0.37% 68
2024
Q1 		$1.05M Sell
14,206
-202
-1% -$14.4K 0.37% 71
2023
Q4 		$1.01M Sell
14,408
-866
-6% -$57.1K 0.39% 72
2023
Q3 		$983K Buy
15,274
+1,545
+11% +$103K 0.42% 71
2023
Q2 		$927K Buy
13,729
+334
+2% +$22.7K 0.38% 71
2023
Q1 		$895K Buy
13,395
+545
+4% +$35.7K 0.4% 69
2022
Q4 		$792K Buy
12,850
+1,031
+9% +$60.7K 0.39% 73
2022
Q3 		$622K Buy
11,819
+1,236
+12% +$72.7K 0.38% 72
2022
Q2 		$623K Sell
10,583
-316
-3% -$20.3K 0.37% 69
2022
Q1 		$766K Buy
10,899
+4,369
+67% +$309K 0.43% 68
2021
Q4 		$489K Buy
+6,530
New +$491K 0.4% 79

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

Stone Summit Wealth's IEFA Position: Q2 2026 in Review

Stone Summit Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.28% in Q2 2026, buying an estimated $5.47K and bringing the position to 20,261 shares worth $1.96M. The position accounts for 0.5% of the portfolio, ranked #56.

Stone Summit Wealth first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Stone Summit Wealth held 20,261 shares of iShares Core MSCI EAFE ETF worth $1.96M as of Q2 2026.
  • Stone Summit Wealth bought 57 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.47K.
  • iShares Core MSCI EAFE ETF made up 0.5% of Stone Summit Wealth's portfolio in Q2 2026, its #56 holding.
  • Stone Summit Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.