Twin Peaks Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-1,773	Closed	-$161K	–	1147
2026 Q1	$161K	Buy	+1,773	New	+$165K	0.04%	219
2025 Q3	–	Sell	-1,980	Closed	-$169K	–	1083
2025 Q2	$169K	Sell	1,980 -1,063	-35%	-$84.4K	0.05%	169
2025 Q1	$228K	Sell	3,043 -669	-18%	-$50K	0.1%	127
2024 Q4	$261K	Buy	3,712 +708	+24%	+$52.2K	0.11%	117
2024 Q3	$234K	Buy	3,004 +56	+2%	+$4.19K	0.11%	117
2024 Q2	$214K	Sell	2,948 -588	-17%	-$43.3K	0.11%	122
2024 Q1	$262K	Sell	3,536 -1,651	-32%	-$118K	0.15%	110
2023 Q4	$365K	Buy	+5,187	New	+$342K	0.23%	85

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

Twin Peaks Wealth Advisors's IEFA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 1,773 shares — an estimated $161K sold.

Twin Peaks Wealth Advisors first reported a position in IEFA in Q4 2023 and held it in 8 quarters. The position peaked at $365K in Q4 2023. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,773 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $161K.
Twin Peaks Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 8 quarters.
Twin Peaks Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $365K in Q4 2023.
2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.