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Wetzel Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wetzel Investment Advisors’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 		$1.13M Sell
11,659
-1,835
-14% -$176K 0.39% 42
2026
Q1 		$1.22M Sell
13,494
-1,526
-10% -$142K 0.49% 39
2025
Q4 		$1.34M Sell
15,020
-89
-0.6% -$7.87K 0.54% 34
2025
Q3 		$1.32M Sell
15,109
-1,261
-8% -$107K 0.56% 34
2025
Q2 		$1.37M Sell
16,370
-14,204
-46% -$1.13M 0.62% 31
2025
Q1 		$2.31M Sell
30,574
-583
-2% -$43.6K 1.17% 23
2024
Q4 		$2.19M Sell
31,157
-253
-0.8% -$18.7K 1.09% 25
2024
Q3 		$2.45M Sell
31,410
-625
-2% -$46.8K 1.23% 23
2024
Q2 		$2.38M Buy
32,035
+7
+0% +$515 1.36% 19
2024
Q1 		$2.27M Sell
32,028
-45
-0.1% -$3.2K 1.33% 19
2023
Q4 		$2.26M Buy
+32,073
New +$2.11M 1.39% 19

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

Wetzel Investment Advisors's IEFA Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, selling an estimated $176K and leaving 11,659 shares worth $1.13M. The position accounts for 0.39% of the portfolio, ranked #42.

Wetzel Investment Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q3 2024. 937 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wetzel Investment Advisors held 11,659 shares of iShares Core MSCI EAFE ETF worth $1.13M as of Q2 2026.
  • Wetzel Investment Advisors sold 1,835 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $176K.
  • iShares Core MSCI EAFE ETF made up 0.39% of Wetzel Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Wetzel Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $2.45M in Q3 2024.
  • 937 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.