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IEFA icon

Wealthquest’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealthquest’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 		$137M Sell
1,419,270
-15,495
-1% -$1.49M 8.65% 2
2026
Q1 		$130M Buy
1,434,765
+28,253
+2% +$2.64M 9.2% 3
2025
Q4 		$126M Buy
1,406,512
+60,822
+5% +$5.38M 9.5% 2
2025
Q3 		$117M Buy
1,345,690
+34,256
+3% +$2.91M 9.37% 2
2025
Q2 		$109M Sell
1,311,434
-3,989
-0.3% -$317K 8.64% 3
2025
Q1 		$99.5M Buy
1,315,423
+34,774
+3% +$2.6M 8.31% 5
2024
Q4 		$90M Buy
1,280,649
+49,244
+4% +$3.63M 7.32% 6
2024
Q3 		$95.3M Buy
1,231,405
+40,340
+3% +$3.02M 8.4% 3
2024
Q2 		$86.5M Buy
1,191,065
+45,227
+4% +$3.33M 9.22% 3
2024
Q1 		$85M Sell
1,145,838
-15,284
-1% -$1.09M 9.11% 3
2023
Q4 		$81.7M Buy
1,161,122
+23,045
+2% +$1.52M 9.05% 3
2023
Q3 		$73.2M Buy
1,138,077
+50,046
+5% +$3.35M 8.99% 3
2023
Q2 		$73.4M Buy
1,088,031
+26,259
+2% +$1.78M 8.78% 3
2023
Q1 		$71M Buy
1,061,772
+23,713
+2% +$1.55M 9.21% 3
2022
Q4 		$64M Buy
1,038,059
+65,783
+7% +$3.87M 8.23% 3
2022
Q3 		$51.2M Buy
972,276
+503,738
+108% +$29.6M 7.16% 4
2022
Q2 		$27.6M Sell
468,538
-40,251
-8% -$2.58M 4.16% 8
2022
Q1 		$38M Hold
508,789
– – 5.83% 4
2021
Q4 		$38M Buy
508,789
+23,187
+5% +$1.74M 5.83% 4
2021
Q3 		$36.1M Buy
485,602
+23,402
+5% +$1.78M 6.08% 4
2021
Q2 		$34.6M Buy
462,200
+10,884
+2% +$822K 5.92% 4
2021
Q1 		$32.5M Buy
451,316
+44,567
+11% +$3.18M 6.08% 4
2020
Q4 		$28.1M Buy
406,749
+23,140
+6% +$1.5M 6.01% 4
2020
Q3 		$23.1M Buy
383,609
+37,995
+11% +$2.29M 5.73% 4
2020
Q2 		$19.8M Buy
+345,614
New +$18.7M 5.02% 5

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Wealthquest's IEFA Position: Q2 2026 in Review

Wealthquest reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, selling an estimated $1.49M and leaving 1,419,270 shares worth $137M. The position accounts for 8.65% of the portfolio, ranked #2.

Wealthquest first reported a position in IEFA in Q2 2020 and has held it in 25 quarters since. 920 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wealthquest held 1,419,270 shares of iShares Core MSCI EAFE ETF worth $137M as of Q2 2026.
  • Wealthquest sold 15,495 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.49M.
  • iShares Core MSCI EAFE ETF made up 8.65% of Wealthquest's portfolio in Q2 2026, its #2 holding.
  • Wealthquest first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.