Wealth Enhancement Advisory Services
IEFA icon

Wealth Enhancement Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealth Enhancement Advisory Services’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 		$193M Buy
1,993,012
+19,040
+1% +$1.83M 0.32% 48
2026
Q1 		$180M Sell
1,973,972
-546,220
-22% -$51M 0.37% 42
2025
Q4 		$231M Buy
2,520,192
+16,846
+0.7% +$1.49M 0.31% 52
2025
Q3 		$221M Sell
2,503,346
-51,952
-2% -$4.41M 0.33% 53
2025
Q2 		$214M Buy
2,555,298
+548,922
+27% +$43.6M 0.35% 51
2025
Q1 		$152M Sell
2,006,376
-83,945
-4% -$6.28M 0.29% 61
2024
Q4 		$147M Buy
2,090,321
+218,950
+12% +$16.2M 0.28% 66
2024
Q3 		$146M Sell
1,871,371
-44,905
-2% -$3.36M 0.31% 61
2024
Q2 		$139M Buy
1,916,276
+557,652
+41% +$41M 0.33% 59
2024
Q1 		$101M Buy
1,358,624
+38,283
+3% +$2.73M 0.26% 82
2023
Q4 		$92.9M Sell
1,320,341
-79,177
-6% -$5.22M 0.27% 77
2023
Q3 		$90.1M Buy
1,399,518
+1,198,681
+597% +$80.3M 0.3% 74
2023
Q2 		$13.6M Sell
200,837
-1,019,465
-84% -$69.1M 0.15% 73
2023
Q1 		$81.6M Sell
1,220,302
-23,781
-2% -$1.56M 0.95% 22
2022
Q4 		$83M Buy
1,244,083
+108,969
+10% +$6.41M 1.07% 21
2022
Q3 		$60.7M Buy
1,135,114
+218,582
+24% +$12.9M 0.87% 24
2022
Q2 		$53.9M Buy
916,532
+217,451
+31% +$14M 0.75% 27
2022
Q1 		$49.2M Buy
699,081
+45,663
+7% +$3.23M 0.66% 33
2021
Q4 		$46.9M Buy
653,418
+105,162
+19% +$7.9M 0.67% 33
2021
Q3 		$41.9M Buy
548,256
+80,417
+17% +$6.12M 0.62% 35
2021
Q2 		$35M Buy
467,839
+53,043
+13% +$4M 0.56% 38
2021
Q1 		$30.4M Buy
414,796
+115,921
+39% +$8.28M 0.55% 40
2020
Q4 		$21M Buy
298,875
+48,526
+19% +$3.14M 0.48% 36
2020
Q3 		$15.6M Buy
250,349
+12,188
+5% +$735K 0.41% 36
2020
Q2 		$14.3M Buy
238,161
+40,852
+21% +$2.21M 0.41% 37
2020
Q1 		$10.4M Buy
197,309
+106,245
+117% +$6.32M 0.37% 41
2019
Q4 		$5.94M Buy
91,064
+29,206
+47% +$1.85M 0.21% 56
2019
Q3 		$3.8M Buy
61,858
+19,448
+46% +$1.17M 0.15% 65
2019
Q2 		$2.6M Buy
42,410
+19,496
+85% +$1.19M 0.11% 74
2019
Q1 		$1.43M Buy
22,914
+14,943
+187% +$882K 0.08% 101
2018
Q4 		$463K Buy
7,971
+2,486
+45% +$146K 0.03% 151
2018
Q3 		$317K Buy
5,485
+1,140
+26% +$72.7K 0.02% 151
2018
Q2 		$279K Buy
+4,345
New +$288K 0.02% 151

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's IEFA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.96% in Q2 2026, buying an estimated $1.83M and bringing the position to 1,993,012 shares worth $193M. The position accounts for 0.32% of the portfolio, ranked #48.

Wealth Enhancement Advisory Services first reported a position in IEFA in Q2 2018 and has held it in 33 quarters since. The position peaked at $231M in Q4 2025. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,993,012 shares of iShares Core MSCI EAFE ETF worth $193M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,040 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.83M.
  • iShares Core MSCI EAFE ETF made up 0.32% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #48 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core MSCI EAFE ETF position peaked at $231M in Q4 2025.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.