Weaver Consulting Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Weaver Consulting Group’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	$268K	Buy	2,778 +205	+8%	+$19.7K	0.06%	245
2026 Q1	$233K	Buy	2,573 +71	+3%	+$6.63K	0.06%	252
2025 Q4	$224K	Hold	2,502	–	–	0.05%	250
2025 Q3	$218K	Hold	2,502	–	–	0.06%	242
2025 Q2	$209K	Buy	+2,502	New	+$199K	0.06%	230
2020 Q4	–	Sell	-551	Closed	-$33K	–	479
2020 Q3	$33K	Buy	551 +92	+20%	+$5.55K	0.02%	325
2020 Q2	$26K	Sell	459 -128	-22%	-$6.94K	0.02%	349
2020 Q1	$29K	Sell	587 -395	-40%	-$23.5K	0.02%	280
2019 Q4	$60K	Hold	982	–	–	0.03%	217
2019 Q3	$60K	Buy	982 +322	+49%	+$19.4K	0.03%	210
2019 Q2	$41K	Sell	660 -9	-1%	-$551	0.02%	241
2019 Q1	$41K	Buy	+669	New	+$39.5K	0.01%	531

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

Weaver Consulting Group's IEFA Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,778 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #245.

Weaver Consulting Group first reported a position in IEFA in Q1 2019 and has held it in 12 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Weaver Consulting Group held 2,778 shares of iShares Core MSCI EAFE ETF worth $268K as of Q2 2026.
Weaver Consulting Group bought 205 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.7K.
iShares Core MSCI EAFE ETF made up 0.06% of Weaver Consulting Group's portfolio in Q2 2026, its #245 holding.
Weaver Consulting Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 12 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.