Watershed Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Watershed Private Wealth’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	$1.33M	Buy	13,794 +329	+2%	+$31.6K	0.38%	46
2026 Q1	$1.22M	Sell	13,465 -545	-4%	-$50.9K	0.38%	48
2025 Q4	$1.25M	Sell	14,010 -59	-0.4%	-$5.22K	0.38%	47
2025 Q3	$1.23M	Buy	14,069 +366	+3%	+$31.1K	0.39%	47
2025 Q2	$1.14M	Sell	13,703 -362	-3%	-$28.7K	0.42%	40
2025 Q1	$1.06M	Buy	14,065 +1,214	+9%	+$90.8K	0.43%	45
2024 Q4	$903K	Buy	12,851 +200	+2%	+$14.8K	0.35%	50
2024 Q3	$987K	Buy	12,651 +1,400	+12%	+$105K	0.39%	47
2024 Q2	$817K	Buy	11,251 +220	+2%	+$16.2K	0.35%	55
2024 Q1	$819K	Buy	+11,031	New	+$785K	0.36%	55

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 22.96% 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

Watershed Private Wealth's IEFA Position: Q2 2026 in Review

Watershed Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, buying an estimated $31.6K and bringing the position to 13,794 shares worth $1.33M. The position accounts for 0.38% of the portfolio, ranked #46.

Watershed Private Wealth first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Watershed Private Wealth held 13,794 shares of iShares Core MSCI EAFE ETF worth $1.33M as of Q2 2026.
Watershed Private Wealth bought 329 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $31.6K.
iShares Core MSCI EAFE ETF made up 0.38% of Watershed Private Wealth's portfolio in Q2 2026, its #46 holding.
Watershed Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.