Valtinson Bruner Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Valtinson Bruner Financial Planning’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	$206K	Sell	2,133 -162	-7%	-$15.6K	0.05%	184
2026 Q1	$208K	Sell	2,295 -192	-8%	-$17.9K	0.06%	168
2025 Q4	$223K	Buy	2,487 +1	+0%	+$88	0.06%	148
2025 Q3	$217K	Hold	2,486	–	–	0.06%	151
2025 Q2	$208K	Sell	2,486 -451	-15%	-$35.8K	0.07%	148
2025 Q1	$222K	Buy	+2,937	New	+$220K	0.08%	131

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

Valtinson Bruner Financial Planning's IEFA Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, selling an estimated $15.6K and leaving 2,133 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #184.

Valtinson Bruner Financial Planning first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $223K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Valtinson Bruner Financial Planning held 2,133 shares of iShares Core MSCI EAFE ETF worth $206K as of Q2 2026.
Valtinson Bruner Financial Planning sold 162 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.6K.
iShares Core MSCI EAFE ETF made up 0.05% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #184 holding.
Valtinson Bruner Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Valtinson Bruner Financial Planning's iShares Core MSCI EAFE ETF position peaked at $223K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.