Tucker Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tucker Asset 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	$119K	Buy	1,232 +41	+3%	+$3.94K	0.03%	203
2026 Q1	$108K	Buy	1,191 +215	+22%	+$20.1K	0.03%	174
2025 Q4	$87.3K	Buy	976 +33	+3%	+$2.92K	0.03%	217
2025 Q3	$82.3K	Hold	943	–	–	0.02%	163
2025 Q2	$78.7K	Buy	943 +784	+493%	+$62.2K	0.03%	146
2025 Q1	$12K	Sell	159 -224	-58%	-$16.8K	﹤0.01%	223
2024 Q4	$26.9K	Sell	383 -7	-2%	-$516	﹤0.01%	494
2024 Q3	$30.4K	Sell	390 -178	-31%	-$13.3K	0.01%	427
2024 Q2	$41.3K	Buy	568 +214	+60%	+$15.7K	0.01%	439
2024 Q1	$26.3K	Buy	354 +76	+27%	+$5.41K	0.01%	595
2023 Q4	$19.6K	Sell	278 -4	-1%	-$264	﹤0.01%	538
2023 Q3	$18.1K	Sell	282 -662	-70%	-$44.3K	﹤0.01%	519
2023 Q2	$63.7K	Buy	944 +341	+57%	+$23.1K	0.02%	225
2023 Q1	$40.3K	Buy	603 +297	+97%	+$19.5K	0.01%	285
2022 Q4	$19.1K	Hold	306	–	–	0.01%	253
2022 Q3	$17.1K	Buy	306 +24	+9%	+$1.41K	0.01%	266
2022 Q2	$16.6K	Hold	282	–	–	0.01%	187
2022 Q1	$19.6K	Hold	282	–	–	0.01%	155
2021 Q4	$21.1K	Sell	282 -13	-4%	-$977	0.01%	151
2021 Q3	$22.6K	Hold	295	–	–	0.01%	134
2021 Q2	$22.1K	Sell	295 -1	-0.3%	-$75	0.01%	124
2021 Q1	$21.3K	Sell	296 -207	-41%	-$14.8K	0.01%	132
2020 Q4	$34.8K	Buy	+503	New	+$32.5K	0.02%	79

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

Tucker Asset Management's IEFA Position: Q2 2026 in Review

Tucker Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, buying an estimated $3.94K and bringing the position to 1,232 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #203.

Tucker Asset Management first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tucker Asset Management held 1,232 shares of iShares Core MSCI EAFE ETF worth $119K as of Q2 2026.
Tucker Asset Management bought 41 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.94K.
iShares Core MSCI EAFE ETF made up 0.03% of Tucker Asset Management's portfolio in Q2 2026, its #203 holding.
Tucker Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.