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

Traveka 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 		$5.63M Buy
58,312
+1,289
+2% +$124K 1.87% 11
2026
Q1 		$5.16M Buy
57,023
+302
+0.5% +$28.2K 1.97% 12
2025
Q4 		$5.07M Buy
56,721
+1,077
+2% +$95.2K 2.07% 12
2025
Q3 		$4.86M Buy
55,644
+10,851
+24% +$922K 2.17% 14
2025
Q2 		$3.74M Buy
44,793
+16,736
+60% +$1.33M 1.98% 15
2025
Q1 		$2.12M Sell
28,057
-2,121
-7% -$159K 1.19% 23
2024
Q4 		$2.12M Sell
30,178
-12,655
-30% -$934K 1.17% 23
2024
Q3 		$3.34M Sell
42,833
-3,940
-8% -$295K 1.7% 15
2024
Q2 		$3.4M Sell
46,773
-10,721
-19% -$789K 1.66% 16
2024
Q1 		$4.27M Buy
57,494
+3,792
+7% +$270K 1.97% 11
2023
Q4 		$3.78M Buy
+53,702
New +$3.54M 1.9% 12

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Traveka Wealth's IEFA Position: Q2 2026 in Review

Traveka Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, buying an estimated $124K and bringing the position to 58,312 shares worth $5.63M. The position accounts for 1.87% of the portfolio, ranked #11.

Traveka Wealth first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 1,337 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Traveka Wealth held 58,312 shares of iShares Core MSCI EAFE ETF worth $5.63M as of Q2 2026.
  • Traveka Wealth bought 1,289 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $124K.
  • iShares Core MSCI EAFE ETF made up 1.87% of Traveka Wealth's portfolio in Q2 2026, its #11 holding.
  • Traveka Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,337 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.