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Topel & Distasi Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Topel & Distasi 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 		$16.4M Sell
170,320
-2,297
-1% -$221K 7.94% 3
2026
Q1 		$15.6M Buy
172,617
+1,613
+0.9% +$151K 8.08% 3
2025
Q4 		$15.3M Buy
171,004
+295
+0.2% +$26.1K 7.47% 3
2025
Q3 		$14.9M Buy
170,709
+3,990
+2% +$339K 7.36% 3
2025
Q2 		$13.9M Sell
166,719
-13,393
-7% -$1.06M 7.3% 3
2025
Q1 		$13.6M Sell
180,112
-20,765
-10% -$1.55M 6.36% 3
2024
Q4 		$14.1M Buy
200,877
+4,505
+2% +$332K 6.05% 3
2024
Q3 		$15.3M Buy
196,372
+3,823
+2% +$286K 6.35% 3
2024
Q2 		$14M Buy
192,549
+2,018
+1% +$148K 6.15% 3
2024
Q1 		$14.1M Buy
190,531
+4,569
+2% +$325K 6.25% 2
2023
Q4 		$13.1M Buy
185,962
+73,541
+65% +$4.85M 6.21% 3
2023
Q3 		$7.23M Buy
112,421
+1,783
+2% +$119K 3.79% 8
2023
Q2 		$7.47M Buy
110,638
+1,088
+1% +$73.8K 3.76% 6
2023
Q1 		$7.32M Sell
109,550
-8,619
-7% -$565K 3.82% 8
2022
Q4 		$7.28M Sell
118,169
-702
-0.6% -$41.3K 4.08% 5
2022
Q3 		$7.24M Sell
118,871
-55,975
-32% -$3.29M 4% 6
2022
Q2 		$10.3M Sell
174,846
-1,747
-1% -$112K 5.96% 3
2022
Q1 		$12.3M Buy
176,593
+74,971
+74% +$5.3M 5.14% 3
2021
Q4 		$7.58M Buy
+101,622
New +$7.64M 3.09% 9

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

Topel & Distasi Wealth Management's IEFA Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $221K and leaving 170,320 shares worth $16.4M. The position accounts for 7.94% of the portfolio, ranked #3.

Topel & Distasi Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Topel & Distasi Wealth Management held 170,320 shares of iShares Core MSCI EAFE ETF worth $16.4M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 2,297 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $221K.
  • iShares Core MSCI EAFE ETF made up 7.94% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.