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

TritonPoint 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	$1.41M	Sell	14,555 -420	-3%	-$40.3K	0.14%	113
2026 Q1	$1.36M	Buy	14,975 +4,409	+42%	+$412K	0.15%	110
2025 Q4	$945K	Sell	10,566 -52,407	-83%	-$4.63M	0.1%	127
2025 Q3	$5.5M	Buy	62,973 +911	+1%	+$77.4K	0.47%	53
2025 Q2	$5.18M	Sell	62,062 -766	-1%	-$60.8K	0.48%	52
2025 Q1	$4.75M	Sell	62,828 -2,356	-4%	-$176K	0.45%	58
2024 Q4	$4.58M	Sell	65,184 -652	-1%	-$48.1K	0.41%	63
2024 Q3	$5.15M	Sell	65,836 -6,693	-9%	-$501K	0.47%	60
2024 Q2	$5.27M	Sell	72,529 -24,475	-25%	-$1.8M	0.51%	55
2024 Q1	$5.41M	Buy	97,004 +19,955	+26%	+$1.42M	0.57%	53
2023 Q4	$5.42M	Buy	+77,049	New	+$5.08M	0.53%	56

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

TritonPoint Wealth's IEFA Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, selling an estimated $40.3K and leaving 14,555 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #113.

TritonPoint Wealth first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.5M in Q3 2025. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

TritonPoint Wealth held 14,555 shares of iShares Core MSCI EAFE ETF worth $1.41M as of Q2 2026.
TritonPoint Wealth sold 420 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $40.3K.
iShares Core MSCI EAFE ETF made up 0.14% of TritonPoint Wealth's portfolio in Q2 2026, its #113 holding.
TritonPoint Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares Core MSCI EAFE ETF position peaked at $5.5M in Q3 2025.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.