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

Unique 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
2025
Q3 		– Sell
-5,634
Closed -$470K – 182
2025
Q2 		$470K Buy
5,634
+955
+20% +$75.8K 0.08% 120
2025
Q1 		$354K Buy
4,679
+651
+16% +$48.7K 0.07% 121
2024
Q4 		$283K Buy
+4,028
New +$297K 0.06% 119
2023
Q4 		– Sell
-5,539
Closed -$356K – 84
2023
Q3 		$356K Sell
5,539
-2,090
-27% -$140K 0.15% 60
2023
Q2 		$515K Sell
7,629
-729
-9% -$49.4K 0.22% 35
2023
Q1 		$559K Sell
8,358
-16,219
-66% -$1.06M 0.27% 26
2022
Q4 		$1.51M Buy
+24,577
New +$1.45M 0.81% 18

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Unique Wealth's IEFA Position: Q3 2025 in Review

Unique Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 5,634 shares — an estimated $470K sold.

Unique Wealth first reported a position in IEFA in Q4 2022 and held it in 7 quarters. The position peaked at $1.51M in Q4 2022. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Unique Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth sold 5,634 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $470K.
  • Unique Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 7 quarters.
  • Unique Wealth's iShares Core MSCI EAFE ETF position peaked at $1.51M in Q4 2022.
  • 2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Unique Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.