WealthGarden F.S.’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WealthGarden F.S.’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	$1.03M	Sell	10,687 -8,357	-44%	-$803K	0.59%	48
2026 Q1	$1.72M	Buy	19,044 +1,614	+9%	+$151K	1.18%	21
2025 Q4	$1.64M	Buy	17,430 +3,051	+21%	+$270K	1.08%	23
2025 Q3	$1.28M	Sell	14,379 -2,715	-16%	-$231K	0.91%	30
2025 Q2	$1.4M	Buy	17,094 +1,503	+10%	+$119K	1.16%	24
2025 Q1	$1.18M	Sell	15,591 -1,888	-11%	-$141K	1.13%	23
2024 Q4	$1.23M	Sell	17,479 -9,114	-34%	-$672K	1.15%	26
2024 Q3	$2.08M	Sell	26,593 -947	-3%	-$70.9K	2.02%	9
2024 Q2	$2M	Buy	+27,540	New	+$2.03M	2.11%	9

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WealthGarden F.S.'s IEFA Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 44% in Q2 2026, selling an estimated $803K and leaving 10,687 shares worth $1.03M. The position accounts for 0.59% of the portfolio, ranked #48.

WealthGarden F.S. first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q3 2024. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

WealthGarden F.S. held 10,687 shares of iShares Core MSCI EAFE ETF worth $1.03M as of Q2 2026.
WealthGarden F.S. sold 8,357 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $803K.
iShares Core MSCI EAFE ETF made up 0.59% of WealthGarden F.S.'s portfolio in Q2 2026, its #48 holding.
WealthGarden F.S. first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares Core MSCI EAFE ETF position peaked at $2.08M in Q3 2024.
1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.