4FG
IEFA icon

4Thought Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

4Thought Financial Group’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 		$2.53M Sell
26,187
-9,414
-26% -$904K 1.19% 20
2026
Q1 		$3.22M Sell
35,601
-5,760
-14% -$538K 1.59% 19
2025
Q4 		$3.7M Sell
41,361
-2,111
-5% -$187K 1.83% 19
2025
Q3 		$3.8M Sell
43,472
-827
-2% -$70.3K 1.92% 20
2025
Q2 		$3.7M Buy
44,299
+26,933
+155% +$2.14M 1.96% 19
2025
Q1 		$1.31M Sell
17,366
-8,966
-34% -$670K 0.81% 22
2024
Q4 		$1.85M Sell
26,332
-1,972
-7% -$145K 1.15% 20
2024
Q3 		$2.21M Sell
28,304
-5,660
-17% -$424K 1.36% 20
2024
Q2 		$2.47M Sell
33,964
-1,326
-4% -$97.6K 1.53% 19
2024
Q1 		$2.62M Buy
35,290
+16,597
+89% +$1.18M 1.72% 20
2023
Q4 		$1.32M Sell
18,693
-18,541
-50% -$1.22M 0.95% 22
2023
Q3 		$2.4M Buy
37,234
+1,990
+6% +$133K 1.93% 19
2023
Q2 		$2.38M Buy
35,244
+5,850
+20% +$397K 1.9% 18
2023
Q1 		$1.97M Buy
29,394
+369
+1% +$24.2K 1.63% 19
2022
Q4 		$1.79M Sell
29,025
-380
-1% -$22.4K 1.61% 20
2022
Q3 		$1.55M Buy
29,405
+2,720
+10% +$160K 1.52% 19
2022
Q2 		$1.57M Buy
26,685
+13,919
+109% +$893K 1.47% 19
2022
Q1 		$887K Sell
12,766
-875
-6% -$61.9K 0.79% 23
2021
Q4 		$1.02M Sell
13,641
-223
-2% -$16.8K 0.82% 21
2021
Q3 		$1.03M Sell
13,864
-3,611
-21% -$275K 0.89% 21
2021
Q2 		$1.31M Sell
17,475
-2,833
-14% -$214K 1.18% 20
2021
Q1 		$1.46M Buy
+20,308
New +$1.45M 1.41% 19

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

4Thought Financial Group's IEFA Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q2 2026, selling an estimated $904K and leaving 26,187 shares worth $2.53M. The position accounts for 1.19% of the portfolio, ranked #20.

4Thought Financial Group first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.8M in Q3 2025. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • 4Thought Financial Group held 26,187 shares of iShares Core MSCI EAFE ETF worth $2.53M as of Q2 2026.
  • 4Thought Financial Group sold 9,414 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $904K.
  • iShares Core MSCI EAFE ETF made up 1.19% of 4Thought Financial Group's portfolio in Q2 2026, its #20 holding.
  • 4Thought Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's iShares Core MSCI EAFE ETF position peaked at $3.8M in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.