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

Tower View 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	$18K	Buy	186 +3	+2%	+$288	0.01%	137
2026 Q1	$16.6K	Hold	183	–	–	0.01%	133
2025 Q4	$16.4K	Buy	183 +3	+2%	+$265	0.01%	116
2025 Q3	$15.7K	Hold	180	–	–	0.01%	115
2025 Q2	$15K	Buy	180 +3	+2%	+$238	0.01%	130
2025 Q1	$13.4K	Sell	177 -86	-33%	-$6.43K	0.01%	125
2024 Q4	$18.5K	Buy	263 +89	+51%	+$6.57K	0.01%	108
2024 Q3	$13.6K	Hold	174	–	–	0.01%	121
2024 Q2	$12.6K	Hold	174	–	–	0.01%	122
2024 Q1	$12.9K	Buy	+174	New	+$12.4K	0.01%	125
2021 Q4	–	Sell	-39	Closed	-$3K	–	207
2021 Q3	$3K	Hold	39	–	–	﹤0.01%	210
2021 Q2	$3K	Buy	39 +1	+3%	+$75	﹤0.01%	162
2021 Q1	$3K	Buy	+38	New	+$2.72K	﹤0.01%	173

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

Tower View Wealth Management's IEFA Position: Q2 2026 in Review

Tower View Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, buying an estimated $288 and bringing the position to 186 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #137.

Tower View Wealth Management first reported a position in IEFA in Q1 2021 and has held it in 13 quarters since. The position peaked at $18.5K in Q4 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tower View Wealth Management held 186 shares of iShares Core MSCI EAFE ETF worth $18K as of Q2 2026.
Tower View Wealth Management bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
iShares Core MSCI EAFE ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #137 holding.
Tower View Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 13 quarters since.
Tower View Wealth Management's iShares Core MSCI EAFE ETF position peaked at $18.5K in Q4 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.