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

Talisman 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 		– Sell
-5,664
Closed -$513K – 124
2026
Q1 		$513K Sell
5,664
-2,615
-32% -$244K 0.41% 53
2025
Q4 		$741K Sell
8,279
-183
-2% -$16.2K 0.58% 47
2025
Q3 		$739K Buy
8,462
+198
+2% +$16.8K 0.61% 42
2025
Q2 		$690K Sell
8,264
-606
-7% -$48.1K 0.63% 42
2025
Q1 		$671K Sell
8,870
-197
-2% -$14.7K 0.69% 42
2024
Q4 		$637K Sell
9,067
-717
-7% -$52.9K 0.68% 41
2024
Q3 		$766K Sell
9,784
-594
-6% -$44.5K 0.81% 36
2024
Q2 		$754K Sell
10,378
-125
-1% -$9.2K 0.87% 36
2024
Q1 		$780K Sell
10,503
-16
-0.2% -$1.14K 0.98% 34
2023
Q4 		$740K Sell
10,519
-439
-4% -$28.9K 1.1% 30
2023
Q3 		$705K Sell
10,958
-910
-8% -$60.9K 1.22% 25
2023
Q2 		$801K Sell
11,868
-251
-2% -$17K 1.37% 23
2023
Q1 		$810K Sell
12,119
-184
-1% -$12.1K 1.46% 21
2022
Q4 		$758K Buy
+12,303
New +$724K 1.61% 21

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

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

Talisman Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 5,664 shares — an estimated $513K sold.

Talisman Wealth Advisors first reported a position in IEFA in Q4 2022 and held it in 14 quarters. The position peaked at $810K in Q1 2023. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 5,664 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $513K.
  • Talisman Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 14 quarters.
  • Talisman Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $810K in Q1 2023.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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