MW ADVISORY, LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MW ADVISORY, LLC’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	$1.53M	Buy	+15,793	New	+$1.52M	0.61%	32

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

MW ADVISORY, LLC's IEFA Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 15,793 shares worth $1.53M. The stake represents 0.61% of the portfolio and ranks #32 among its holdings.

1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MW ADVISORY, LLC held 15,793 shares of iShares Core MSCI EAFE ETF worth $1.53M as of Q2 2026.
iShares Core MSCI EAFE ETF was a new MW ADVISORY, LLC position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.61% of MW ADVISORY, LLC's portfolio in Q2 2026, its #32 holding.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.