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Wick Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wick Capital Partners’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 		$22.4M Buy
198,294
+30,124
+18% +$2.89M 3.38% 8
2026
Q1 		$17M Buy
168,170
+4,944
+3% +$461K 3.09% 8
2025
Q4 		$16.6M Buy
163,226
+14,517
+10% +$1.28M 2.98% 9
2025
Q3 		$15.1M Buy
148,709
+143,831
+2,949% +$12.2M 3.6% 6
2025
Q2 		$14.7M Sell
4,878
-143,801
-97% -$11.4M 3.83% 5
2025
Q1 		$13.7M Sell
148,679
-7,452
-5% -$557K 4.08% 5
2024
Q4 		$14.5M Buy
156,131
+6,026
+4% +$445K 4.28% 5
2024
Q3 		$14.2M Sell
150,105
-2,141
-1% -$160K 4.6% 5
2024
Q2 		$13.3M Buy
152,246
+5,658
+4% +$416K 4.62% 5
2024
Q1 		$13.2M Sell
146,588
-853
-0.6% -$60.7K 12.82% 2
2023
Q4 		$12.3M Sell
147,441
-9,190
-6% -$606K 5.15% 5
2023
Q3 		$11.7M Buy
156,631
+148,651
+1,863% +$9.95M 6.55% 4
2023
Q2 		$539K Hold
7,980
– – 0.32% 29
2023
Q1 		$533K Sell
7,980
-581
-7% -$38.1K 0.31% 35
2022
Q4 		$528K Sell
8,561
-1,903
-18% -$112K 0.3% 36
2022
Q3 		$551K Buy
10,464
+76
+0.7% +$4.47K 0.36% 27
2022
Q2 		$611K Sell
10,388
-851
-8% -$54.6K 0.43% 22
2022
Q1 		$781K Sell
11,239
-14,754
-57% -$1.04M 0.51% 21
2021
Q4 		$1.94M Buy
+25,993
New +$1.95M 1.5% 11

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

Wick Capital Partners's IEFA Position: Q2 2026 in Review

Wick Capital Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $2.89M and bringing the position to 198,294 shares worth $22.4M. The position accounts for 3.38% of the portfolio, ranked #8.

Wick Capital Partners first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wick Capital Partners held 198,294 shares of iShares Core MSCI EAFE ETF worth $22.4M as of Q2 2026.
  • Wick Capital Partners bought 30,124 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.89M.
  • iShares Core MSCI EAFE ETF made up 3.38% of Wick Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Wick Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.