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Wealthcare Advisory Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealthcare Advisory 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 		$3.62M Sell
37,505
-90,282
-71% -$8.67M 0.07% 233
2026
Q1 		$11.6M Buy
127,787
+6,519
+5% +$608K 0.23% 92
2025
Q4 		$10.8M Buy
121,268
+36,624
+43% +$3.24M 0.21% 99
2025
Q3 		$7.39M Buy
84,644
+24,919
+42% +$2.12M 0.15% 123
2025
Q2 		$4.99M Sell
59,725
-17,122
-22% -$1.36M 0.11% 154
2025
Q1 		$5.81M Sell
76,847
-1,585
-2% -$119K 0.16% 119
2024
Q4 		$5.51M Sell
78,432
-1,542
-2% -$114K 0.15% 126
2024
Q3 		$6.24M Buy
79,974
+38,002
+91% +$2.84M 0.18% 105
2024
Q2 		$3.05M Buy
41,972
+1,557
+4% +$115K 0.1% 172
2024
Q1 		$3M Buy
40,415
+2,221
+6% +$158K 0.1% 174
2023
Q4 		$2.69M Sell
38,194
-1,201
-3% -$79.2K 0.11% 160
2023
Q3 		$2.54M Sell
39,395
-2,940
-7% -$197K 0.12% 147
2023
Q2 		$2.86M Sell
42,335
-4,962
-10% -$337K 0.13% 141
2023
Q1 		$3.16M Sell
47,297
-5,804
-11% -$380K 0.14% 130
2022
Q4 		$3.27M Sell
53,101
-113,930
-68% -$6.71M 0.16% 111
2022
Q3 		$8.8M Buy
167,031
+148,833
+818% +$8.75M 0.5% 44
2022
Q2 		$1.07M Sell
18,198
-1,013
-5% -$65K 0.06% 197
2022
Q1 		$1.33M Sell
19,211
-6,716
-26% -$475K 0.08% 146
2021
Q4 		$1.94M Buy
25,927
+4,755
+22% +$357K 0.12% 108
2021
Q3 		$1.57M Buy
21,172
+3,542
+20% +$269K 0.1% 127
2021
Q2 		$1.32M Sell
17,630
-695
-4% -$52.5K 0.09% 152
2021
Q1 		$1.32M Sell
18,325
-313
-2% -$22.4K 0.1% 135
2020
Q4 		$1.29M Buy
18,638
+2,778
+18% +$180K 0.11% 114
2020
Q3 		$956K Buy
15,860
+3,614
+30% +$218K 0.1% 126
2020
Q2 		$700K Sell
12,246
-411
-3% -$22.3K 0.09% 137
2020
Q1 		$631K Buy
12,657
+2,351
+23% +$140K 0.09% 126
2019
Q4 		$672K Buy
10,306
+4,912
+91% +$312K 0.09% 137
2019
Q3 		$329K Sell
5,394
-1,453
-21% -$87.7K 0.05% 196
2019
Q2 		$420K Buy
6,847
+3,637
+113% +$223K 0.07% 159
2019
Q1 		$195K Sell
3,210
-478
-13% -$28.2K 0.03% 244
2018
Q4 		$203K Sell
3,688
-1,438
-28% -$84.3K 0.04% 208
2018
Q3 		$328K Buy
5,126
+865
+20% +$55.1K 0.06% 166
2018
Q2 		$270K Buy
4,261
+710
+20% +$47K 0.05% 182
2018
Q1 		$234K Sell
3,551
-105
-3% -$7.05K 0.05% 180
2017
Q4 		$242K Buy
3,656
+3,289
+896% +$214K 0.06% 156
2017
Q3 		$24K Buy
367
+300
+448% +$18.8K 0.01% 398
2017
Q2 		$4K Hold
67
– – ﹤0.01% 92
2017
Q1 		$4K Buy
+67
New +$3.77K ﹤0.01% 89

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners's IEFA Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 71% in Q2 2026, selling an estimated $8.67M and leaving 37,505 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #233.

Wealthcare Advisory Partners first reported a position in IEFA in Q1 2017 and has held it in 38 quarters since. The position peaked at $11.6M in Q1 2026. 792 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wealthcare Advisory Partners held 37,505 shares of iShares Core MSCI EAFE ETF worth $3.62M as of Q2 2026.
  • Wealthcare Advisory Partners sold 90,282 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.67M.
  • iShares Core MSCI EAFE ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #233 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 38 quarters since.
  • Wealthcare Advisory Partners's iShares Core MSCI EAFE ETF position peaked at $11.6M in Q1 2026.
  • 792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.