Abner Herrman & Brock’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Abner Herrman & Brock’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	$224K	Sell	2,315 -100	-4%	-$9.61K	0.02%	104
2026 Q1	$219K	Buy	2,415 +100	+4%	+$9.33K	0.02%	101
2025 Q4	$207K	Buy	+2,315	New	+$205K	0.02%	111
2023 Q3	–	Sell	-6,214	Closed	-$419K	–	100
2023 Q2	$419K	Buy	+6,214	New	+$421K	0.06%	71

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Abner Herrman & Brock's IEFA Position: Q2 2026 in Review

Abner Herrman & Brock reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.1% in Q2 2026, selling an estimated $9.61K and leaving 2,315 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #104.

Abner Herrman & Brock first reported a position in IEFA in Q2 2023 and has held it in 4 quarters since. The position peaked at $419K in Q2 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Abner Herrman & Brock held 2,315 shares of iShares Core MSCI EAFE ETF worth $224K as of Q2 2026.
Abner Herrman & Brock sold 100 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.61K.
iShares Core MSCI EAFE ETF made up 0.02% of Abner Herrman & Brock's portfolio in Q2 2026, its #104 holding.
Abner Herrman & Brock first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 4 quarters since.
Abner Herrman & Brock's iShares Core MSCI EAFE ETF position peaked at $419K in Q2 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.