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Walsh & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Walsh & Associates’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 		$1.14M Buy
11,796
+352
+3% +$33.8K 0.93% 21
2026
Q1 		$1.04M Buy
11,444
+566
+5% +$52.8K 1.03% 20
2025
Q4 		$973K Buy
+10,878
New +$962K 0.96% 19

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Walsh & Associates's IEFA Position: Q2 2026 in Review

Walsh & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q2 2026, buying an estimated $33.8K and bringing the position to 11,796 shares worth $1.14M. The position accounts for 0.93% of the portfolio, ranked #21.

Walsh & Associates first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Walsh & Associates held 11,796 shares of iShares Core MSCI EAFE ETF worth $1.14M as of Q2 2026.
  • Walsh & Associates bought 352 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $33.8K.
  • iShares Core MSCI EAFE ETF made up 0.93% of Walsh & Associates's portfolio in Q2 2026, its #21 holding.
  • Walsh & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.