AA Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

AA Financial Advisors’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	$2.61M	Sell	27,075 -639	-2%	-$61.4K	0.31%	64
2026 Q1	$2.51M	Sell	27,714 -5,509	-17%	-$514K	0.35%	63
2025 Q4	$2.97M	Sell	33,223 -654	-2%	-$57.8K	0.55%	44
2025 Q3	$2.96M	Buy	33,877 +3,263	+11%	+$277K	0.58%	43
2025 Q2	$2.56M	Buy	30,614 +6,616	+28%	+$525K	0.55%	42
2025 Q1	$1.82M	Sell	23,998 -1,723	-7%	-$129K	0.44%	45
2024 Q4	$1.81M	Buy	25,721 +3,522	+16%	+$260K	0.48%	47
2024 Q3	$1.73M	Buy	22,199 +4,744	+27%	+$355K	0.5%	47
2024 Q2	$1.27M	Buy	17,455 +4,510	+35%	+$332K	0.45%	54
2024 Q1	$961K	Buy	12,945 +54	+0.4%	+$3.84K	0.39%	66
2023 Q4	$907K	Buy	+12,891	New	+$850K	0.6%	35

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

AA Financial Advisors's IEFA Position: Q2 2026 in Review

AA Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, selling an estimated $61.4K and leaving 27,075 shares worth $2.61M. The position accounts for 0.31% of the portfolio, ranked #64.

AA Financial Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.97M in Q4 2025. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

AA Financial Advisors held 27,075 shares of iShares Core MSCI EAFE ETF worth $2.61M as of Q2 2026.
AA Financial Advisors sold 639 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $61.4K.
iShares Core MSCI EAFE ETF made up 0.31% of AA Financial Advisors's portfolio in Q2 2026, its #64 holding.
AA Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $2.97M in Q4 2025.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.