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IEFAIEFA
10 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES CORE MSCI EAFE ETF

Dynasty Wealth Management, LLC holds 6.3M shares of IEFA (ISHARES CORE MSCI EAFE ETF), worth $610.9M as of 2026-Q2. The position was increased (+6.5% shares). IEFA represents 4.5% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$610.9M

Current Shares

6.3M

Total Value Change

+$397.7M

Total Shares Change

+3.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.3M
+6.5%
$610.9M4.5%$96.58
62
2026-Q1
Increased
5.9M
+14.6%
$537.5M4.7%$89.07
66
2025-Q4
Increased
5.2M
+44.8%
$463.6M4.6%$88.02
78
2025-Q3
Increased
3.6M
+19.1%
$312.5M4.2%$84.28
67
2025-Q2
Decreased
3M
-10.6%
$250.9M4.3%$80.58
0
2025-Q1
Decreased
3.4M
-8.3%
$254.2M4.2%$71.73
0
2024-Q4
Decreased
3.7M
-1.0%
$257.5M4.4%$66.64
0
2024-Q3
Increased
3.7M
+73.9%
$198.1M6.0%$72.87
89
2024-Q2
Decreased
2.1M
-25.9%
$154.6M4.6%$68.93
0
2024-Q1
New
2.9M
-
$213.2M6.8%$69.20
94

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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