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

TL Private 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 		$1.35M Buy
13,926
+123
+0.9% +$11.8K 0.5% 12
2026
Q1 		$1.32M Sell
13,803
-157
-1% -$14.7K 0.52% 12
2025
Q4 		$1.29M Sell
13,960
-201
-1% -$17.8K 0.5% 12
2025
Q3 		$1.23M Sell
14,161
-454
-3% -$38.6K 0.49% 12
2025
Q2 		$1.21M Sell
14,615
-77
-0.5% -$6.11K 0.5% 12
2025
Q1 		$997K Sell
14,692
-257
-2% -$19.2K 0.49% 12
2024
Q4 		$1.06M Buy
14,949
+170
+1% +$12.5K 0.47% 12
2024
Q3 		$1.13M Hold
14,779
– – 0.51% 13
2024
Q2 		$1.12M Buy
14,779
+72
+0.5% +$5.3K 0.5% 12
2024
Q1 		$1.09M Buy
14,707
+29
+0.2% +$2.06K 0.54% 11
2023
Q4 		$1.03M Buy
14,678
+600
+4% +$39.5K 0.53% 13
2023
Q3 		$898K Sell
14,078
-484
-3% -$32.4K 0.51% 14
2023
Q2 		$967K Buy
14,562
+125
+0.9% +$8.48K 0.54% 14
2023
Q1 		$965K Sell
14,437
-440
-3% -$28.8K 0.55% 15
2022
Q4 		$955K Buy
14,877
+545
+4% +$32.1K 0.56% 16
2022
Q3 		$761K Sell
14,332
-1,222
-8% -$71.9K 0.47% 16
2022
Q2 		$899K Buy
15,554
+175
+1% +$11.2K 0.52% 16
2022
Q1 		$1.05M Buy
15,379
+520
+3% +$36.8K 0.55% 14
2021
Q4 		$1.05M Buy
14,859
+267
+2% +$20.1K 0.6% 13
2021
Q3 		$1.12M Sell
14,592
-28
-0.2% -$2.13K 0.61% 13
2021
Q2 		$1.09M Buy
14,620
+755
+5% +$57K 0.64% 13
2021
Q1 		$1.02M Buy
13,865
+1,438
+12% +$103K 0.63% 13
2020
Q4 		$888K Buy
12,427
+168
+1% +$10.9K 0.56% 15
2020
Q3 		$766K Buy
12,259
+193
+2% +$11.6K 0.54% 15
2020
Q2 		$727K Sell
12,066
-11,775
-49% -$638K 0.58% 15
2020
Q1 		$1.24M Sell
23,841
-19,692
-45% -$1.17M 1.13% 12
2019
Q4 		$2.82M Buy
+43,533
New +$2.76M 2.44% 11

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

TL Private Wealth's IEFA Position: Q2 2026 in Review

TL Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.89% in Q2 2026, buying an estimated $11.8K and bringing the position to 13,926 shares worth $1.35M. The position accounts for 0.5% of the portfolio, ranked #12.

TL Private Wealth first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.82M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • TL Private Wealth held 13,926 shares of iShares Core MSCI EAFE ETF worth $1.35M as of Q2 2026.
  • TL Private Wealth bought 123 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.8K.
  • iShares Core MSCI EAFE ETF made up 0.5% of TL Private Wealth's portfolio in Q2 2026, its #12 holding.
  • TL Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • TL Private Wealth's iShares Core MSCI EAFE ETF position peaked at $2.82M in Q4 2019.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.