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Access Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Access Financial Services’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 		$1.1M Hold
11,403
– – 0.36% 48
2026
Q1 		$1.03M Buy
11,403
+684
+6% +$63.8K 0.37% 49
2025
Q4 		$959K Buy
10,719
+113
+1% +$9.99K 0.35% 51
2025
Q3 		$926K Sell
10,606
-1,051
-9% -$89.3K 0.34% 54
2025
Q2 		$973K Buy
11,657
+225
+2% +$17.9K 0.37% 51
2025
Q1 		$865K Buy
11,432
+70
+0.6% +$5.23K 0.35% 55
2024
Q4 		$799K Buy
11,362
+1,431
+14% +$106K 0.36% 64
2024
Q3 		$775K Sell
9,931
-350
-3% -$26.2K 0.36% 63
2024
Q2 		$747K Sell
10,281
-33
-0.3% -$2.43K 0.34% 66
2024
Q1 		$766K Sell
10,314
-1,932
-16% -$138K 0.34% 64
2023
Q4 		$862K Sell
12,246
-9,409
-43% -$620K 0.44% 62
2023
Q3 		$1.39M Sell
21,655
-29
-0.1% -$1.94K 0.83% 37
2023
Q2 		$1.46M Sell
21,684
-54
-0.2% -$3.66K 0.85% 35
2023
Q1 		$1.45M Sell
21,738
-84
-0.4% -$5.51K 0.88% 31
2022
Q4 		$1.35M Buy
21,822
+931
+4% +$54.8K 0.82% 35
2022
Q3 		$1.1M Sell
20,891
-273
-1% -$16.1K 0.71% 43
2022
Q2 		$1.25M Buy
21,164
+390
+2% +$25K 0.71% 38
2022
Q1 		$1.44M Buy
20,774
+409
+2% +$28.9K 0.69% 45
2021
Q4 		$1.52M Sell
20,365
-203
-1% -$15.3K 0.68% 47
2021
Q3 		$1.53M Buy
20,568
+68
+0.3% +$5.17K 0.69% 44
2021
Q2 		$1.53M Sell
20,500
-3,985
-16% -$301K 0.71% 53
2021
Q1 		$1.76M Sell
24,485
-889
-4% -$63.5K 0.83% 42
2020
Q4 		$1.75M Buy
+25,374
New +$1.64M 0.86% 35

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

Access Financial Services's IEFA Position: Q2 2026 in Review

Access Financial Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 11,403 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #48.

Access Financial Services first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.76M in Q1 2021. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Access Financial Services held 11,403 shares of iShares Core MSCI EAFE ETF worth $1.1M as of Q2 2026.
  • Access Financial Services left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.36% of Access Financial Services's portfolio in Q2 2026, its #48 holding.
  • Access Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Access Financial Services's iShares Core MSCI EAFE ETF position peaked at $1.76M in Q1 2021.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.