WWM
IEFA icon

Wiser Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wiser Wealth Management’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 		$2.2M Sell
22,747
-2,633
-10% -$253K 0.42% 20
2026
Q1 		$2.3M Buy
25,380
+2,543
+11% +$237K 0.5% 17
2025
Q4 		$2.04M Buy
22,837
+668
+3% +$59.1K 0.45% 20
2025
Q3 		$1.94M Sell
22,169
-2,605
-11% -$221K 0.44% 20
2025
Q2 		$2.07M Sell
24,774
-50
-0.2% -$3.97K 0.52% 18
2025
Q1 		$1.88M Buy
24,824
+803
+3% +$60K 0.53% 17
2024
Q4 		$1.69M Sell
24,021
-7,209
-23% -$532K 0.47% 20
2024
Q3 		$2.44M Buy
31,230
+15,849
+103% +$1.19M 0.7% 16
2024
Q2 		$1.12M Buy
15,381
+6,731
+78% +$495K 0.35% 20
2024
Q1 		$642K Buy
8,650
+61
+0.7% +$4.34K 0.21% 22
2023
Q4 		$594K Buy
8,589
+1,043
+14% +$68.7K 0.22% 25
2023
Q3 		$486K Buy
7,546
+942
+14% +$63.1K 0.2% 28
2023
Q2 		$446K Sell
6,604
-75
-1% -$5.09K 0.18% 27
2023
Q1 		$446K Buy
6,679
+75
+1% +$4.92K 0.19% 27
2022
Q4 		$407K Buy
6,604
+2,438
+59% +$143K 0.19% 33
2022
Q3 		$219K Sell
4,166
-40,736
-91% -$2.4M 0.11% 32
2022
Q2 		$2.64M Buy
+44,902
New +$2.88M 1.37% 15

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wiser Wealth Management's IEFA Position: Q2 2026 in Review

Wiser Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, selling an estimated $253K and leaving 22,747 shares worth $2.2M. The position accounts for 0.42% of the portfolio, ranked #20.

Wiser Wealth Management first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.64M in Q2 2022. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Wiser Wealth Management held 22,747 shares of iShares Core MSCI EAFE ETF worth $2.2M as of Q2 2026.
  • Wiser Wealth Management sold 2,633 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $253K.
  • iShares Core MSCI EAFE ETF made up 0.42% of Wiser Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Wiser Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • Wiser Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.64M in Q2 2022.
  • 561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.