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Well Done LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Well Done LLC’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 		$2.55M Buy
26,431
+4,277
+19% +$411K 0.34% 51
2026
Q1 		$2.01M Buy
22,154
+5,665
+34% +$529K 0.29% 55
2025
Q4 		$1.48M Sell
16,489
-125
-0.8% -$11.1K 0.22% 65
2025
Q3 		$1.45M Buy
16,614
+3,674
+28% +$312K 0.25% 63
2025
Q2 		$1.08M Buy
12,940
+4,600
+55% +$365K 0.2% 67
2025
Q1 		$586K Sell
8,340
-857
-9% -$64.1K 0.11% 105
2024
Q4 		$718K Hold
9,197
– – 0.13% 87
2024
Q3 		$718K Buy
9,197
+1,846
+25% +$138K 0.13% 88
2024
Q2 		$534K Sell
7,351
-609
-8% -$44.8K 0.11% 109
2024
Q1 		$591K Buy
7,960
+2,037
+34% +$145K 0.12% 108
2023
Q4 		$417K Buy
+5,923
New +$390K 0.08% 124
2023
Q1 		– Sell
-9,632
Closed -$594K – 179
2022
Q4 		$594K Buy
+9,632
New +$567K 0.13% 92
2022
Q3 		– Sell
-4,335
Closed -$255K – 170
2022
Q2 		$255K Buy
+4,335
New +$278K 0.06% 143
2020
Q1 		– Sell
-3,656
Closed -$239K – 144
2019
Q4 		$239K Hold
3,656
– – 0.06% 132
2019
Q3 		$223K Sell
3,656
-1,398
-28% -$84.4K 0.05% 137
2019
Q2 		$310K Buy
5,054
+24
+0.5% +$1.47K 0.07% 113
2019
Q1 		$306K Sell
5,030
-5,085
-50% -$300K 0.08% 113
2018
Q4 		$556K Buy
+10,115
New +$593K 0.16% 76
2018
Q2 		– Sell
-513
Closed -$34K – 306
2018
Q1 		$34K Buy
+513
New +$34.5K 0.01% 265

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

Well Done LLC's IEFA Position: Q2 2026 in Review

Well Done LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, buying an estimated $411K and bringing the position to 26,431 shares worth $2.55M. The position accounts for 0.34% of the portfolio, ranked #51.

Well Done LLC first reported a position in IEFA in Q1 2018 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Well Done LLC held 26,431 shares of iShares Core MSCI EAFE ETF worth $2.55M as of Q2 2026.
  • Well Done LLC bought 4,277 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $411K.
  • iShares Core MSCI EAFE ETF made up 0.34% of Well Done LLC's portfolio in Q2 2026, its #51 holding.
  • Well Done LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 19 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.