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

Tolleson Wealth Management’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	$456K	Hold	4,720	–	–	0.06%	72
2026 Q1	$427K	Hold	4,720	–	–	0.06%	68
2025 Q4	$422K	Buy	+4,720	New	+$417K	0.06%	67
2020 Q3	–	Sell	-4,519	Closed	-$258K	–	67
2020 Q2	$258K	Hold	4,519	–	–	0.11%	57
2020 Q1	$225K	Hold	4,519	–	–	0.1%	53
2019 Q4	$295K	Hold	4,519	–	–	0.14%	54
2019 Q3	$276K	Buy	+4,519	New	+$273K	0.15%	52

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

Tolleson Wealth Management's IEFA Position: Q2 2026 in Review

Tolleson Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,720 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #72.

Tolleson Wealth Management first reported a position in IEFA in Q3 2019 and has held it in 7 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tolleson Wealth Management held 4,720 shares of iShares Core MSCI EAFE ETF worth $456K as of Q2 2026.
Tolleson Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Tolleson Wealth Management's portfolio in Q2 2026, its #72 holding.
Tolleson Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 7 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.