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

TFO Wealth Partners’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	$668K	Buy	6,917 +219	+3%	+$21K	0.07%	45
2026 Q1	$606K	Buy	+6,698	New	+$625K	0.08%	46
2022 Q3	–	Sell	-2,935	Closed	-$173K	–	298
2022 Q2	$173K	Buy	+2,935	New	+$188K	0.04%	47
2021 Q2	–	Sell	-250	Closed	-$18K	–	137
2021 Q1	$18K	Hold	250	–	–	0.01%	113
2020 Q4	$17K	Hold	250	–	–	0.01%	65
2020 Q3	$15K	Hold	250	–	–	0.01%	68
2020 Q2	$14K	Hold	250	–	–	0.01%	75
2020 Q1	$12K	Sell	250 -250	-50%	-$14.9K	0.01%	89
2019 Q4	$32K	Buy	+500	New	+$31.7K	0.03%	76

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

TFO Wealth Partners's IEFA Position: Q2 2026 in Review

TFO Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.3% in Q2 2026, buying an estimated $21K and bringing the position to 6,917 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #45.

TFO Wealth Partners first reported a position in IEFA in Q4 2019 and has held it in 9 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

TFO Wealth Partners held 6,917 shares of iShares Core MSCI EAFE ETF worth $668K as of Q2 2026.
TFO Wealth Partners bought 219 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21K.
iShares Core MSCI EAFE ETF made up 0.07% of TFO Wealth Partners's portfolio in Q2 2026, its #45 holding.
TFO Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 9 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.