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Williams & Novak’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Williams & Novak’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 		$2.23M Hold
23,112
– – 1.48% 16
2026
Q1 		$2.12M Sell
23,112
-251
-1% -$23.4K 1.59% 15
2025
Q4 		$2.09M Sell
23,363
-182
-0.8% -$16.1K 1.57% 16
2025
Q3 		$2.06M Buy
23,545
+654
+3% +$55.6K 1.58% 16
2025
Q2 		$1.91M Sell
22,891
-1,762
-7% -$140K 1.63% 16
2025
Q1 		$1.87M Sell
24,653
-984
-4% -$73.6K 1.83% 12
2024
Q4 		$1.8M Sell
25,637
-2,713
-10% -$200K 1.74% 13
2024
Q3 		$2.21M Sell
28,350
-2,925
-9% -$219K 2.07% 10
2024
Q2 		$2.27M Buy
31,275
+44
+0.1% +$3.24K 2.12% 10
2024
Q1 		$2.2M Hold
31,231
– – 2.5% 9
2023
Q4 		$2.2M Buy
+31,231
New +$2.06M 2.5% 9

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Williams & Novak's IEFA Position: Q2 2026 in Review

Williams & Novak held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 23,112 shares worth $2.23M. The position accounts for 1.48% of the portfolio, ranked #16.

Williams & Novak first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q2 2024. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Williams & Novak held 23,112 shares of iShares Core MSCI EAFE ETF worth $2.23M as of Q2 2026.
  • Williams & Novak left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 1.48% of Williams & Novak's portfolio in Q2 2026, its #16 holding.
  • Williams & Novak first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Williams & Novak's iShares Core MSCI EAFE ETF position peaked at $2.27M in Q2 2024.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.