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

StrongBox 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 		$520K Sell
5,386
-9
-0.2% -$864 0.15% 76
2026
Q1 		$488K Sell
5,395
-1,065
-16% -$99.4K 0.16% 74
2025
Q4 		$578K Sell
6,460
-17,884
-73% -$1.58M 0.19% 63
2025
Q3 		$2.13M Buy
24,344
+2,549
+12% +$217K 0.72% 37
2025
Q2 		$1.82M Buy
21,795
+526
+2% +$41.7K 0.69% 41
2025
Q1 		$1.61M Sell
21,269
-1,704
-7% -$127K 0.67% 40
2024
Q4 		$1.61M Buy
22,973
+1,088
+5% +$80.3K 0.68% 41
2024
Q3 		$1.71M Sell
21,885
-1,305
-6% -$97.7K 0.73% 38
2024
Q2 		$1.68M Buy
23,190
+2,725
+13% +$201K 0.8% 36
2024
Q1 		$1.52M Sell
20,465
-4,130
-17% -$294K 0.8% 40
2023
Q4 		$1.73M Buy
24,595
+160
+0.7% +$10.5K 1.01% 34
2023
Q3 		$1.57M Buy
24,435
+4,019
+20% +$269K 1% 37
2023
Q2 		$1.38M Buy
20,416
+7,328
+56% +$497K 0.87% 39
2023
Q1 		$875K Buy
+13,088
New +$858K 0.59% 50
2022
Q2 		– Sell
-6,815
Closed -$474K – 84
2022
Q1 		$474K Sell
6,815
-725
-10% -$51.3K 0.27% 64
2021
Q4 		$563K Buy
7,540
+1,476
+24% +$111K 0.28% 62
2021
Q3 		$450K Buy
6,064
+135
+2% +$10.3K 0.25% 70
2021
Q2 		$444K Buy
+5,929
New +$448K 0.25% 70
2020
Q2 		– Sell
-8,888
Closed -$443K – 87
2020
Q1 		$443K Buy
+8,888
New +$529K 0.5% 52

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

StrongBox Wealth's IEFA Position: Q2 2026 in Review

StrongBox Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.17% in Q2 2026, selling an estimated $864 and leaving 5,386 shares worth $520K. The position accounts for 0.15% of the portfolio, ranked #76.

StrongBox Wealth first reported a position in IEFA in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.13M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • StrongBox Wealth held 5,386 shares of iShares Core MSCI EAFE ETF worth $520K as of Q2 2026.
  • StrongBox Wealth sold 9 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $864.
  • iShares Core MSCI EAFE ETF made up 0.15% of StrongBox Wealth's portfolio in Q2 2026, its #76 holding.
  • StrongBox Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 19 quarters since.
  • StrongBox Wealth's iShares Core MSCI EAFE ETF position peaked at $2.13M in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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