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

Unique Wealth Strategies’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
-11,572
Closed -$1.05M – 244
2026
Q1 		$1.05M Buy
11,572
+5,046
+77% +$471K 0.43% 59
2025
Q4 		$584K Buy
6,526
+1,210
+23% +$107K 0.23% 142
2025
Q3 		$464K Sell
5,316
-3,842
-42% -$326K 0.18% 166
2025
Q2 		$765K Sell
9,158
-2,858
-24% -$227K 0.32% 74
2025
Q1 		$909K Buy
+12,016
New +$899K 0.41% 59
2024
Q4 		– Sell
-11,065
Closed -$864K – 211
2024
Q3 		$864K Buy
11,065
+377
+4% +$28.2K 0.36% 74
2024
Q2 		$793K Hold
10,688
– – 0.37% 76
2024
Q1 		$793K Sell
10,688
-1,096
-9% -$78K 0.39% 76
2023
Q4 		$829K Buy
+11,784
New +$777K 0.55% 58

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Unique Wealth Strategies's IEFA Position: Q2 2026 in Review

Unique Wealth Strategies sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 11,572 shares — an estimated $1.05M sold.

Unique Wealth Strategies first reported a position in IEFA in Q4 2023 and held it in 9 quarters. The position peaked at $1.05M in Q1 2026. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Unique Wealth Strategies reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 11,572 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.05M.
  • Unique Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 9 quarters.
  • Unique Wealth Strategies's iShares Core MSCI EAFE ETF position peaked at $1.05M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.