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

Urban 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	$360K	Hold	3,730	–	–	0.31%	65
2026 Q1	$338K	Hold	3,730	–	–	0.35%	59
2025 Q4	$334K	Buy	+3,730	New	+$330K	0.31%	66
2022 Q2	$1.07M	Buy	+18,139	New	+$1.16M	3.59%	6
2020 Q4	$1.09M	Buy	+15,755	New	+$1.02M	0.91%	30

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Urban Wealth Management's IEFA Position: Q2 2026 in Review

Urban Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,730 shares worth $360K. The position accounts for 0.31% of the portfolio, ranked #65.

Urban Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2020. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Urban Wealth Management held 3,730 shares of iShares Core MSCI EAFE ETF worth $360K as of Q2 2026.
Urban Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.31% of Urban Wealth Management's portfolio in Q2 2026, its #65 holding.
Urban Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 5 quarters since.
Urban Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.09M in Q4 2020.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.