Wealth Management Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealth Management Partners’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	$1.52M	Buy	15,719 +125	+0.8%	+$12K	0.36%	54
2026 Q1	$1.41M	Buy	15,594 +4,694	+43%	+$438K	0.4%	52
2025 Q4	$975K	Sell	10,900 -113	-1%	-$9.99K	0.28%	76
2025 Q3	$962K	Buy	11,013 +1,608	+17%	+$137K	0.31%	67
2025 Q2	$777K	Sell	9,405 -358	-4%	-$28.4K	0.27%	75
2025 Q1	$739K	Sell	9,763 -180	-2%	-$13.5K	0.34%	62
2024 Q4	$699K	Buy	9,943 +5	+0.1%	+$369	0.3%	67
2024 Q3	$776K	Sell	9,938 -259	-3%	-$19.4K	0.36%	58
2024 Q2	$741K	Buy	10,197 +20	+0.2%	+$1.47K	0.36%	55
2024 Q1	$755K	Sell	10,177 -104	-1%	-$7.4K	0.38%	56
2023 Q4	$723K	Sell	10,281 -590	-5%	-$38.9K	0.4%	52
2023 Q3	$700K	Sell	10,871 -103	-0.9%	-$6.9K	0.44%	51
2023 Q2	$741K	Sell	10,974 -522	-5%	-$35.4K	0.47%	48
2023 Q1	$769K	Sell	11,496 -504	-4%	-$33K	0.54%	41
2022 Q4	$757K	Sell	12,000 -1,000	-8%	-$58.9K	0.63%	41
2022 Q3	$712K	Hold	13,000	–	–	0.63%	43
2022 Q2	$793K	Sell	13,000 -1,000	-7%	-$64.2K	0.69%	37
2022 Q1	$1M	Sell	14,000 -1,000	-7%	-$70.7K	0.71%	34
2021 Q4	$1.11M	Buy	15,000 +608	+4%	+$45.7K	0.76%	31
2021 Q3	$1.07M	Sell	14,392 -283	-2%	-$21.5K	0.79%	32
2021 Q2	$1.1M	Sell	14,675 -563	-4%	-$42.5K	0.77%	35
2021 Q1	$1.12M	Buy	15,238 +619	+4%	+$44.2K	0.84%	33
2020 Q4	$1.04M	Buy	+14,619	New	+$945K	0.82%	33

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

Wealth Management Partners's IEFA Position: Q2 2026 in Review

Wealth Management Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.8% in Q2 2026, buying an estimated $12K and bringing the position to 15,719 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #54.

Wealth Management Partners first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Wealth Management Partners held 15,719 shares of iShares Core MSCI EAFE ETF worth $1.52M as of Q2 2026.
Wealth Management Partners bought 125 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12K.
iShares Core MSCI EAFE ETF made up 0.36% of Wealth Management Partners's portfolio in Q2 2026, its #54 holding.
Wealth Management Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.