Upper Left Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Upper Left Wealth 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	$268K	Sell	2,770 -303	-10%	-$29.1K	0.15%	68
2026 Q1	$278K	Sell	3,073 -201	-6%	-$18.8K	0.16%	62
2025 Q4	$293K	Hold	3,274	–	–	0.18%	60
2025 Q3	$286K	Sell	3,274 -130	-4%	-$11K	0.18%	57
2025 Q2	$284K	Buy	+3,404	New	+$270K	0.19%	56

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Upper Left Wealth Management's IEFA Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.9% in Q2 2026, selling an estimated $29.1K and leaving 2,770 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #68.

Upper Left Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $293K in Q4 2025. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Upper Left Wealth Management held 2,770 shares of iShares Core MSCI EAFE ETF worth $268K as of Q2 2026.
Upper Left Wealth Management sold 303 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $29.1K.
iShares Core MSCI EAFE ETF made up 0.15% of Upper Left Wealth Management's portfolio in Q2 2026, its #68 holding.
Upper Left Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Upper Left Wealth Management's iShares Core MSCI EAFE ETF position peaked at $293K in Q4 2025.
561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.