WETS
IEFA icon

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

Wealth Enhancement Trust 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 		$3.06M Sell
31,716
-320
-1% -$30.7K 0.34% 67
2026
Q1 		$2.9M Buy
32,036
+14,574
+83% +$1.36M 0.35% 66
2025
Q4 		$1.56M Buy
+17,462
New +$1.54M 0.2% 97

Other funds holding IEFA

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q2 2026, selling an estimated $30.7K and leaving 31,716 shares worth $3.06M. The position accounts for 0.34% of the portfolio, ranked #67.

Wealth Enhancement Trust Services first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,062 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wealth Enhancement Trust Services held 31,716 shares of iShares Core MSCI EAFE ETF worth $3.06M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 320 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $30.7K.
  • iShares Core MSCI EAFE ETF made up 0.34% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #67 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,062 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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