Advisory Advocates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.03M Buy
10,685
+3,942
+58% +$379K 0.88% 23
2026
Q1
$610K Buy
6,743
+2,395
+55% +$224K 0.62% 59
2025
Q4
$389K Buy
+4,348
New +$384K 0.39% 93

Other funds holding IEFA

Advisory Advocates's IEFA Position: Q2 2026 in Review

Advisory Advocates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 58% in Q2 2026, buying an estimated $379K and bringing the position to 10,685 shares worth $1.03M. The position accounts for 0.88% of the portfolio, ranked #23.

Advisory Advocates first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,375 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Advisory Advocates held 10,685 shares of iShares Core MSCI EAFE ETF worth $1.03M as of Q2 2026.
  • Advisory Advocates bought 3,942 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $379K.
  • iShares Core MSCI EAFE ETF made up 0.88% of Advisory Advocates's portfolio in Q2 2026, its #23 holding.
  • Advisory Advocates first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,375 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.