Walkner Condon Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Walkner Condon Financial Advisors’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	$768K	Sell	7,955 -2,037	-20%	-$196K	0.09%	148
2026 Q1	$905K	Sell	9,992 -820	-8%	-$76.5K	0.12%	123
2025 Q4	$967K	Sell	10,812 -3,658	-25%	-$323K	0.13%	114
2025 Q3	$1.26M	Buy	14,470 +9,559	+195%	+$812K	0.2%	94
2025 Q2	$410K	Buy	4,911 +1,050	+27%	+$83.3K	0.08%	185
2025 Q1	$292K	Buy	3,861 +171	+5%	+$12.8K	0.06%	204
2024 Q4	$259K	Buy	+3,690	New	+$272K	0.05%	239
2023 Q2	–	Sell	-3,729	Closed	-$249K	–	245
2023 Q1	$249K	Buy	+3,729	New	+$244K	0.07%	202

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 22.9% 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

Walkner Condon Financial Advisors's IEFA Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, selling an estimated $196K and leaving 7,955 shares worth $768K. The position accounts for 0.09% of the portfolio, ranked #148.

Walkner Condon Financial Advisors first reported a position in IEFA in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.26M in Q3 2025. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Walkner Condon Financial Advisors held 7,955 shares of iShares Core MSCI EAFE ETF worth $768K as of Q2 2026.
Walkner Condon Financial Advisors sold 2,037 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $196K.
iShares Core MSCI EAFE ETF made up 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #148 holding.
Walkner Condon Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 8 quarters since.
Walkner Condon Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $1.26M in Q3 2025.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.