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

Triad Wealth Partners’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	$1.96M	Buy	19,895 +8,129	+69%	+$781K	0.12%	123
2026 Q1	$1.07M	Buy	11,766 +993	+9%	+$92.7K	0.08%	162
2025 Q4	$964K	Buy	10,773 +1,893	+21%	+$167K	0.09%	160
2025 Q3	$775K	Buy	8,880 +2,954	+50%	+$251K	0.1%	146
2025 Q2	$495K	Buy	5,926 +3,041	+105%	+$241K	0.1%	152
2025 Q1	$218K	Buy	+2,885	New	+$216K	0.07%	197
2024 Q3	–	Sell	-185	Closed	-$13.4K	–	443
2024 Q2	$13.4K	Buy	+185	New	+$13.6K	0.01%	415

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

Triad Wealth Partners's IEFA Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 69% in Q2 2026, buying an estimated $781K and bringing the position to 19,895 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #123.

Triad Wealth Partners first reported a position in IEFA in Q2 2024 and has held it in 7 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Triad Wealth Partners held 19,895 shares of iShares Core MSCI EAFE ETF worth $1.96M as of Q2 2026.
Triad Wealth Partners bought 8,129 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $781K.
iShares Core MSCI EAFE ETF made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #123 holding.
Triad Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.