RAFFA WEALTH MANAGEMENT, LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$1.52M	Buy	15,696 +250	+2%	+$24K	0.19%	40
2026 Q1	$1.4M	Sell	15,446 -18,964	-55%	-$1.77M	0.22%	41
2025 Q4	$3.08M	Sell	34,410 -57	-0.2%	-$5.04K	0.47%	31
2025 Q3	$3.01M	Sell	34,467 -3,325	-9%	-$283K	0.54%	29
2025 Q2	$3.15M	Buy	37,792 +381	+1%	+$30.2K	0.63%	28
2025 Q1	$2.83M	Hold	37,411	–	–	0.64%	28
2024 Q4	$2.63M	Buy	37,411 +335	+0.9%	+$24.7K	0.61%	28
2024 Q3	$2.89M	Sell	37,076 -13,618	-27%	-$1.02M	0.7%	25
2024 Q2	$3.68M	Buy	50,694 +2,320	+5%	+$171K	1.05%	21
2024 Q1	$3.59M	Buy	48,374 +16,402	+51%	+$1.17M	1.07%	20
2023 Q4	$2.25M	Buy	31,972 +96	+0.3%	+$6.33K	0.68%	27
2023 Q3	$2.05M	Hold	31,876	–	–	0.7%	24
2023 Q2	$2.15M	Sell	31,876 -121	-0.4%	-$8.21K	0.73%	23
2023 Q1	$2.14M	Hold	31,997	–	–	0.78%	24
2022 Q4	$1.97M	Buy	31,997 +8,034	+34%	+$473K	0.81%	20
2022 Q3	$1.26M	Sell	23,963 -200	-0.8%	-$11.8K	0.56%	24
2022 Q2	$1.42M	Sell	24,163 -171	-0.7%	-$11K	0.65%	21
2022 Q1	$1.69M	Sell	24,334 -17,340	-42%	-$1.23M	0.63%	16
2021 Q4	$3.11M	Buy	41,674 +6,679	+19%	+$502K	1.02%	13
2021 Q3	$2.6M	Hold	34,995	–	–	0.9%	14
2021 Q2	$2.62M	Hold	34,995	–	–	0.91%	14
2021 Q1	$2.52M	Sell	34,995 -135	-0.4%	-$9.65K	0.89%	13
2020 Q4	$2.43M	Hold	35,130	–	–	0.86%	13
2020 Q3	$2.12M	Hold	35,130	–	–	0.79%	13
2020 Q2	$2.01M	Buy	35,130 +17,340	+97%	+$940K	0.77%	13
2020 Q1	$888K	Sell	17,790 -3,760	-17%	-$224K	0.33%	16
2019 Q4	$1.41M	Sell	21,550 -150	-0.7%	-$9.51K	0.49%	17
2019 Q3	$1.33M	Buy	+21,700	New	+$1.31M	0.47%	17
2019 Q2	–	Sell	-1,400	Closed	-$85.1K	–	1032
2019 Q1	$85.1K	Sell	1,400 -3,125	-69%	-$184K	0.03%	88
2018 Q4	$249K	Buy	4,525 +3,718	+461%	+$218K	0.09%	56
2018 Q3	$51.7K	Sell	807 -63,563	-99%	-$4.05M	0.02%	137
2018 Q2	$4.08M	Hold	64,370	–	–	1.52%	9
2018 Q1	$4.24M	Buy	64,370 +21,650	+51%	+$1.45M	1.55%	10
2017 Q4	$2.82M	Buy	42,720 +465	+1%	+$30.3K	1.09%	10
2017 Q3	$2.71M	Buy	42,255 +7,778	+23%	+$487K	1.1%	11
2017 Q2	$2.1M	Buy	34,477 +33,777	+4,825%	+$2.04M	0.91%	11
2017 Q1	$40.6K	Buy	700 +300	+75%	+$16.9K	0.02%	112
2016 Q4	$21.5K	Sell	400 -135	-25%	-$7.25K	0.01%	145
2016 Q3	$29.5K	Buy	535 +205	+62%	+$11.1K	0.02%	118
2016 Q2	$17.1K	Sell	330 -37	-10%	-$1.98K	0.01%	143
2016 Q1	$19.5K	Buy	367 +109	+42%	+$5.56K	0.01%	145
2015 Q4	$14K	Sell	258 -3	-1%	-$166	0.01%	154
2015 Q3	$13.8K	Buy	261 +6	+2%	+$340	0.01%	152
2015 Q2	$14.9K	Sell	255 -262	-51%	-$15.9K	0.01%	145
2015 Q1	$30.2K	Buy	+517	New	+$29.7K	0.02%	101

Other funds holding IEFA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IEFA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, buying an estimated $24K and bringing the position to 15,696 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #40.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IEFA in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.24M in Q1 2018. 967 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 15,696 shares of iShares Core MSCI EAFE ETF worth $1.52M as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 250 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $24K.
iShares Core MSCI EAFE ETF made up 0.19% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #40 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 45 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares Core MSCI EAFE ETF position peaked at $4.24M in Q1 2018.
967 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.