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

Acorn Financial Advisory 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	$215K	Buy	+2,222	New	+$213K	0.03%	209
2026 Q1	–	Sell	-2,349	Closed	-$210K	–	225
2025 Q4	$210K	Sell	2,349 -309	-12%	-$27.3K	0.03%	205
2025 Q3	$232K	Buy	+2,658	New	+$226K	0.04%	189
2020 Q2	–	Sell	-4,075	Closed	-$203K	–	189
2020 Q1	$203K	Buy	4,075 +417	+11%	+$24.8K	0.2%	152
2019 Q4	$239K	Buy	+3,658	New	+$232K	0.2%	144

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 22.9% 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

Acorn Financial Advisory Services's IEFA Position: Q2 2026 in Review

Acorn Financial Advisory Services opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,222 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings. This is a return to the name: Acorn Financial Advisory Services previously reported a position in IEFA as recently as Q4 2025.

Acorn Financial Advisory Services first reported a position in IEFA in Q4 2019 and has held it in 5 quarters since. The position peaked at $239K in Q4 2019. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Acorn Financial Advisory Services held 2,222 shares of iShares Core MSCI EAFE ETF worth $215K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Acorn Financial Advisory Services position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #209 holding.
Acorn Financial Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 5 quarters since.
Acorn Financial Advisory Services's iShares Core MSCI EAFE ETF position peaked at $239K in Q4 2019.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.