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Advisor Resource Council’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-2,845
Closed -$215K – 363
2025
Q1 		$215K Sell
2,845
-2,804
-50% -$210K 0.02% 537
2024
Q4 		$397K Buy
+5,649
New +$417K 0.29% 41
2022
Q3 		– Sell
-6,229
Closed -$366K – 303
2022
Q2 		$366K Buy
+6,229
New +$400K 0.03% 345
2022
Q1 		– Sell
-8,395
Closed -$626K – 352
2021
Q4 		$626K Buy
8,395
+1,782
+27% +$134K 0.05% 298
2021
Q3 		$490K Buy
+6,613
New +$503K 0.15% 138

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisor Resource Council's IEFA Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 2,845 shares — an estimated $215K sold.

Advisor Resource Council first reported a position in IEFA in Q3 2021 and held it in 5 quarters. The position peaked at $626K in Q4 2021. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Advisor Resource Council reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,845 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $215K.
  • Advisor Resource Council first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and held it in 5 quarters.
  • Advisor Resource Council's iShares Core MSCI EAFE ETF position peaked at $626K in Q4 2021.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.