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Wagner Wealth Management (South Carolina)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$6.47K Buy
+67
New +$6.44K ﹤0.01% 238
2023
Q1 		– Sell
-2,990
Closed -$184K – 228
2022
Q4 		$184K Buy
+2,990
New +$176K 0.11% 115
2022
Q1 		– Sell
-62
Closed -$5K – 419
2021
Q4 		$5K Hold
62
– – ﹤0.01% 562
2021
Q3 		$5K Hold
62
– – ﹤0.01% 537
2021
Q2 		$5K Buy
+62
New +$4.68K ﹤0.01% 572

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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

Wagner Wealth Management (South Carolina)'s IEFA Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 67 shares worth $6.47K. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in IEFA as recently as Q4 2022.

Wagner Wealth Management (South Carolina) first reported a position in IEFA in Q2 2021 and has held it in 5 quarters since. The position peaked at $184K in Q4 2022. 1,064 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 67 shares of iShares Core MSCI EAFE ETF worth $6.47K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #238 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 5 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares Core MSCI EAFE ETF position peaked at $184K in Q4 2022.
  • 1,064 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.