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Wealthedge Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealthedge Investment Advisors’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 		$3.55M Sell
36,723
-7,140
-16% -$686K 1.21% 24
2026
Q1 		$3.97M Sell
43,863
-9,651
-18% -$901K 1.46% 21
2025
Q4 		$4.79M Buy
53,514
+1,291
+2% +$114K 1.77% 17
2025
Q3 		$4.56M Buy
52,223
+30,467
+140% +$2.59M 1.73% 17
2025
Q2 		$1.82M Sell
21,756
-8,443
-28% -$670K 0.76% 41
2025
Q1 		$2.28M Sell
30,199
-22,830
-43% -$1.71M 1.03% 26
2024
Q4 		$3.73M Buy
+53,029
New +$3.91M 1.68% 14

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wealthedge Investment Advisors's IEFA Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, selling an estimated $686K and leaving 36,723 shares worth $3.55M. The position accounts for 1.21% of the portfolio, ranked #24.

Wealthedge Investment Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.79M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wealthedge Investment Advisors held 36,723 shares of iShares Core MSCI EAFE ETF worth $3.55M as of Q2 2026.
  • Wealthedge Investment Advisors sold 7,140 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $686K.
  • iShares Core MSCI EAFE ETF made up 1.21% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Wealthedge Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $4.79M in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.