Twelve Points Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$381K Sell
3,945
-11
-0.3% -$1.06K 0.08% 152
2026
Q1
$358K Sell
3,956
-68
-2% -$6.35K 0.08% 149
2025
Q4
$371K Sell
4,024
-22
-0.5% -$1.95K 0.08% 145
2025
Q3
$353K Sell
4,046
-127
-3% -$10.8K 0.09% 145
2025
Q2
$348K Buy
4,173
+23
+0.6% +$1.82K 0.09% 148
2025
Q1
$314K Sell
4,150
-90
-2% -$6.73K 0.09% 145
2024
Q4
$298K Sell
4,240
-545
-11% -$40.2K 0.09% 151
2024
Q3
$373K Hold
4,785
0.12% 139
2024
Q2
$348K Buy
4,785
+10
+0.2% +$736 0.12% 140
2024
Q1
$354K Sell
4,775
-1,072
-18% -$76.3K 0.13% 134
2023
Q4
$411K Sell
5,847
-2,971
-34% -$196K 0.2% 122
2023
Q3
$567K Buy
8,818
+1,056
+14% +$70.7K 0.28% 99
2023
Q2
$524K Sell
7,762
-1,458
-16% -$98.9K 0.28% 104
2023
Q1
$616K Buy
9,220
+1,087
+13% +$71.3K 0.35% 83
2022
Q4
$501K Buy
8,133
+338
+4% +$19.9K 0.34% 92
2022
Q3
$411K Sell
7,795
-822
-10% -$48.3K 0.32% 104
2022
Q2
$507K Sell
8,617
-265
-3% -$17K 0.39% 89
2022
Q1
$617K Buy
8,882
+858
+11% +$60.7K 0.46% 83
2021
Q4
$599K Buy
+8,024
New +$603K 0.49% 73

Other funds holding IEFA

Twelve Points Wealth Management's IEFA Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.28% in Q2 2026, selling an estimated $1.06K and leaving 3,945 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #152.

Twelve Points Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $617K in Q1 2022. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Twelve Points Wealth Management held 3,945 shares of iShares Core MSCI EAFE ETF worth $381K as of Q2 2026.
  • Twelve Points Wealth Management sold 11 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.06K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Twelve Points Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Twelve Points Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's iShares Core MSCI EAFE ETF position peaked at $617K in Q1 2022.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.