Wedmont Private Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wedmont Private Capital’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	$116M	Buy	1,188,881 +30,629	+3%	+$2.94M	3.17%	5
2026 Q1	$111M	Buy	1,158,252 +49,757	+4%	+$4.64M	3.56%	5
2025 Q4	$101M	Sell	1,108,495 -19,066	-2%	-$1.69M	3.52%	5
2025 Q3	$99.4M	Buy	1,127,561 +313	+0%	+$26.6K	3.69%	5
2025 Q2	$94.5M	Buy	1,127,248 +10,974	+1%	+$871K	4.03%	4
2025 Q1	$81.9M	Buy	1,116,274 +121,209	+12%	+$9.06M	4.2%	4
2024 Q4	$69.4M	Buy	995,065 +291,265	+41%	+$21.5M	3.66%	5
2024 Q3	$53.9M	Buy	703,800 +68,506	+11%	+$5.13M	3.08%	8
2024 Q2	$48.1M	Sell	635,294 -4,906	-0.8%	-$361K	3.03%	7
2024 Q1	$47.3M	Sell	640,200 -81	-0%	-$5.77K	3.45%	6
2023 Q4	$44.8M	Buy	640,281 +282,728	+79%	+$18.6M	3.66%	6
2023 Q3	$22.8M	Buy	357,553 +13,746	+4%	+$920K	2.31%	9
2023 Q2	$23.7M	Buy	343,807 +17,073	+5%	+$1.16M	2.55%	8
2023 Q1	$21.9M	Buy	326,734 +9,348	+3%	+$613K	2.89%	7
2022 Q4	$20.3M	Buy	317,386 +20,580	+7%	+$1.21M	3.04%	7
2022 Q3	$15.6M	Buy	296,806 +98,647	+50%	+$5.8M	3.14%	7
2022 Q2	$11.7M	Buy	198,159 +38,707	+24%	+$2.48M	2.51%	8
2022 Q1	$11.2M	Buy	159,452 +85,276	+115%	+$6.03M	2.51%	8
2021 Q4	$5.55M	Buy	+74,176	New	+$5.57M	1.71%	11

Other funds holding IEFA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wedmont Private Capital's IEFA Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q2 2026, buying an estimated $2.94M and bringing the position to 1,188,881 shares worth $116M. The position accounts for 3.17% of the portfolio, ranked #5.

Wedmont Private Capital first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Wedmont Private Capital held 1,188,881 shares of iShares Core MSCI EAFE ETF worth $116M as of Q2 2026.
Wedmont Private Capital bought 30,629 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.94M.
iShares Core MSCI EAFE ETF made up 3.17% of Wedmont Private Capital's portfolio in Q2 2026, its #5 holding.
Wedmont Private Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.