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

Affiance 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	$39.1M	Buy	404,972 +24,008	+6%	+$2.31M	5.62%	4
2026 Q1	$34.5M	Buy	380,964 +68,513	+22%	+$6.39M	5.59%	4
2025 Q4	$28M	Buy	312,451 +26,473	+9%	+$2.34M	4.5%	6
2025 Q3	$25M	Buy	285,978 +16,374	+6%	+$1.39M	4.55%	5
2025 Q2	$22.5M	Buy	269,604 +22,186	+9%	+$1.76M	4.57%	5
2025 Q1	$18.7M	Buy	247,418 +11,017	+5%	+$824K	4.36%	5
2024 Q4	$16.6M	Buy	236,401 +3,373	+1%	+$249K	3.97%	5
2024 Q3	$18.2M	Buy	233,028 +19,102	+9%	+$1.43M	4.41%	5
2024 Q2	$15.5M	Buy	213,926 +12,366	+6%	+$910K	4.06%	5
2024 Q1	$15M	Buy	201,560 +47,067	+30%	+$3.35M	4.05%	5
2023 Q4	$10.9M	Buy	154,493 +117,007	+312%	+$7.71M	3.16%	6
2023 Q3	$2.41M	Buy	37,486 +30	+0.1%	+$2.01K	1.23%	15
2023 Q2	$2.53M	Buy	37,456 +14,767	+65%	+$1M	1.23%	15
2023 Q1	$1.52M	Buy	22,689 +22,542	+15,335%	+$1.48M	0.8%	25
2022 Q4	$9.06K	Buy	+147	New	+$8.65K	﹤0.01%	309

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Affiance Financial's IEFA Position: Q2 2026 in Review

Affiance Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.3% in Q2 2026, buying an estimated $2.31M and bringing the position to 404,972 shares worth $39.1M. The position accounts for 5.62% of the portfolio, ranked #4.

Affiance Financial first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 1,231 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Affiance Financial held 404,972 shares of iShares Core MSCI EAFE ETF worth $39.1M as of Q2 2026.
Affiance Financial bought 24,008 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.31M.
iShares Core MSCI EAFE ETF made up 5.62% of Affiance Financial's portfolio in Q2 2026, its #4 holding.
Affiance Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
1,231 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.