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

Strategies Wealth Advisors’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	$27.9M	Sell	289,181 -42,260	-13%	-$4.06M	2.5%	9
2026 Q1	$30M	Sell	331,441 -67,425	-17%	-$6.29M	3.01%	8
2025 Q4	$35.7M	Sell	398,866 -24,699	-6%	-$2.18M	3.57%	8
2025 Q3	$37M	Sell	423,565 -36,431	-8%	-$3.1M	3.85%	7
2025 Q2	$38.4M	Sell	459,996 -28,850	-6%	-$2.29M	4.19%	7
2025 Q1	$37M	Sell	488,846 -19,709	-4%	-$1.47M	4.52%	6
2024 Q4	$37.9M	Sell	508,555 -12,149	-2%	-$896K	4.72%	7
2024 Q3	$40.6M	Sell	520,704 -10,243	-2%	-$767K	5.43%	5
2024 Q2	$38.6M	Buy	530,947 +919	+0.2%	+$67.6K	5.62%	5
2024 Q1	$39.3M	Sell	530,028 -15,998	-3%	-$1.14M	6.05%	5
2023 Q4	$38.4M	Sell	546,026 -62,094	-10%	-$4.09M	6.56%	5
2023 Q3	$39.1M	Buy	608,120 +26,759	+5%	+$1.79M	7.69%	4
2023 Q2	$39.2M	Buy	581,361 +17,640	+3%	+$1.2M	8.02%	4
2023 Q1	$37.7M	Buy	563,721 +38,043	+7%	+$2.49M	8.29%	4
2022 Q4	$32.4M	Buy	+525,678	New	+$30.9M	7.98%	4
2022 Q2	$30.2M	Buy	513,524 +58,032	+13%	+$3.72M	8.67%	3
2022 Q1	$31.7M	Buy	455,492 +88,412	+24%	+$6.25M	8.47%	3
2021 Q4	$27.4M	Buy	+367,080	New	+$27.6M	7.69%	3

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

Strategies Wealth Advisors's IEFA Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $4.06M and leaving 289,181 shares worth $27.9M. The position accounts for 2.5% of the portfolio, ranked #9.

Strategies Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $40.6M in Q3 2024. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Strategies Wealth Advisors held 289,181 shares of iShares Core MSCI EAFE ETF worth $27.9M as of Q2 2026.
Strategies Wealth Advisors sold 42,260 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.06M.
iShares Core MSCI EAFE ETF made up 2.5% of Strategies Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Strategies Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Strategies Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $40.6M in Q3 2024.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.