AF
IEFA icon

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

Advisornet Financial’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 		$3.58M Buy
37,043
+1,454
+4% +$140K 0.16% 117
2026
Q1 		$3.22M Buy
35,589
+976
+3% +$91.1K 0.17% 117
2025
Q4 		$3.1M Buy
34,613
+10,068
+41% +$890K 0.16% 115
2025
Q3 		$2.14M Sell
24,545
-140
-0.6% -$11.9K 0.12% 155
2025
Q2 		$2.06M Sell
24,685
-51
-0.2% -$4.05K 0.13% 159
2025
Q1 		$1.87M Sell
24,736
-73
-0.3% -$5.46K 0.14% 167
2024
Q4 		$1.74M Sell
24,809
-4,048
-14% -$299K 0.15% 151
2024
Q3 		$2.25M Buy
28,857
+6,354
+28% +$476K 0.17% 137
2024
Q2 		$1.63M Buy
22,503
+321
+1% +$23.6K 0.15% 151
2024
Q1 		$1.65M Sell
22,182
-595
-3% -$42.4K 0.16% 145
2023
Q4 		$1.6M Sell
22,777
-588
-3% -$38.8K 0.15% 164
2023
Q3 		$1.5M Buy
23,365
+128
+0.6% +$8.57K 0.14% 157
2023
Q2 		$1.57M Sell
23,237
-8,567
-27% -$581K 0.13% 161
2023
Q1 		$2.13M Sell
31,804
-593
-2% -$38.9K 0.19% 127
2022
Q4 		$2M Sell
32,397
-5,356
-14% -$315K 0.2% 125
2022
Q3 		$1.99M Buy
37,753
+4,838
+15% +$284K 0.2% 120
2022
Q2 		$1.94M Buy
32,915
+2,701
+9% +$173K 0.19% 128
2022
Q1 		$2.1M Buy
30,214
+2,484
+9% +$176K 0.13% 153
2021
Q4 		$2.07M Buy
27,730
+910
+3% +$68.4K 0.13% 153
2021
Q3 		$1.99M Sell
26,820
-3,561
-12% -$271K 0.14% 144
2021
Q2 		$2.27M Buy
30,381
+219
+0.7% +$16.5K 0.15% 141
2021
Q1 		$2.17M Sell
30,162
-1,057
-3% -$75.5K 0.15% 144
2020
Q4 		$2.16M Sell
31,219
-11,477
-27% -$742K 0.17% 128
2020
Q3 		$2.57M Sell
42,696
-5,227
-11% -$315K 0.22% 102
2020
Q2 		$2.74M Sell
47,923
-13,572
-22% -$735K 0.22% 108
2020
Q1 		$3.07M Sell
61,495
-20,968
-25% -$1.25M 0.28% 81
2019
Q4 		$5.38M Sell
82,463
-16,956
-17% -$1.08M 0.46% 48
2019
Q3 		$6.07M Sell
99,419
-29,446
-23% -$1.78M 0.56% 32
2019
Q2 		$7.91M Buy
128,865
+35,332
+38% +$2.16M 0.88% 19
2019
Q1 		$5.68M Buy
93,533
+5,197
+6% +$307K 0.69% 24
2018
Q4 		$4.86M Buy
88,336
+40,784
+86% +$2.39M 0.67% 23
2018
Q3 		$3.05M Buy
47,552
+43,401
+1,046% +$2.77M 0.38% 52
2018
Q2 		$263K Sell
4,151
-50
-1% -$3.31K 0.04% 340
2018
Q1 		$277K Buy
4,201
+1,889
+82% +$127K 0.04% 334
2017
Q4 		$153K Buy
+2,312
New +$151K 0.02% 390

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
SP
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Advisornet Financial's IEFA Position: Q2 2026 in Review

Advisornet Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.1% in Q2 2026, buying an estimated $140K and bringing the position to 37,043 shares worth $3.58M. The position accounts for 0.16% of the portfolio, ranked #117.

Advisornet Financial first reported a position in IEFA in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.91M in Q2 2019. 885 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Advisornet Financial held 37,043 shares of iShares Core MSCI EAFE ETF worth $3.58M as of Q2 2026.
  • Advisornet Financial bought 1,454 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $140K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Advisornet Financial's portfolio in Q2 2026, its #117 holding.
  • Advisornet Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares Core MSCI EAFE ETF position peaked at $7.91M in Q2 2019.
  • 885 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.