Allworth Financial’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 | $2.82M | Buy |
29,198
+372
| +1% | +$35.7K | 0.01% | 457 |
|
|
2026
Q1 | $2.61M | Sell |
28,826
-509
| -2% | -$47.5K | 0.01% | 473 |
|
|
2025
Q4 | $2.62M | Sell |
29,335
-547
| -2% | -$48.4K | 0.01% | 475 |
|
|
2025
Q3 | $2.61M | Buy |
29,882
+3,971
| +15% | +$337K | 0.01% | 457 |
|
|
2025
Q2 | $2.16M | Sell |
25,911
-617
| -2% | -$49K | 0.01% | 462 |
|
|
2025
Q1 | $2.06M | Buy |
26,528
+1,848
| +7% | +$138K | 0.01% | 393 |
|
|
2024
Q4 | $1.79M | Buy |
24,680
+5,978
| +32% | +$441K | 0.01% | 426 |
|
|
2024
Q3 | $1.46M | Buy |
18,702
+2,747
| +17% | +$206K | 0.01% | 383 |
|
|
2024
Q2 | $1.18M | Buy |
15,955
+3,639
| +30% | +$268K | 0.01% | 399 |
|
|
2024
Q1 | $914K | Buy |
12,316
+371
| +3% | +$26.4K | 0.01% | 425 |
|
|
2023
Q4 | $840K | Sell |
11,945
-5,457
| -31% | -$360K | 0.01% | 432 |
|
|
2023
Q3 | $1.12M | Buy |
17,402
+403
| +2% | +$27K | 0.01% | 361 |
|
|
2023
Q2 | $1.15M | Sell |
16,999
-5,569
| -25% | -$378K | 0.01% | 363 |
|
|
2023
Q1 | $1.51M | Sell |
22,568
-3,354
| -13% | -$220K | 0.02% | 297 |
|
|
2022
Q4 | $1.6M | Sell |
25,922
-8,309
| -24% | -$489K | 0.02% | 277 |
|
|
2022
Q3 | $1.8M | Sell |
34,231
-353
| -1% | -$20.8K | 0.02% | 233 |
|
|
2022
Q2 | $2.04M | Sell |
34,584
-13,890
| -29% | -$891K | 0.03% | 215 |
|
|
2022
Q1 | $3.37M | Sell |
48,474
-507
| -1% | -$35.9K | 0.04% | 169 |
|
|
2021
Q4 | $3.66M | Sell |
48,981
-97
| -0.2% | -$7.29K | 0.05% | 149 |
|
|
2021
Q3 | $3.64M | Buy |
49,078
+45,304
| +1,200% | +$3.45M | 0.06% | 125 |
|
|
2021
Q2 | $283K | Buy |
3,774
+503
| +15% | +$38K | 0.01% | 325 |
|
|
2021
Q1 | $236K | Buy |
3,271
+850
| +35% | +$60.7K | ﹤0.01% | 335 |
|
|
2020
Q4 | $167K | Sell |
2,421
-277
| -10% | -$17.9K | ﹤0.01% | 301 |
|
|
2020
Q3 | $163K | Sell |
2,698
-296
| -10% | -$17.9K | ﹤0.01% | 263 |
|
|
2020
Q2 | $171K | Buy |
2,994
+397
| +15% | +$21.5K | 0.01% | 252 |
|
|
2020
Q1 | $129K | Buy |
2,597
+1,715
| +194% | +$102K | ﹤0.01% | 289 |
|
|
2019
Q4 | $58K | Buy |
+882
| New | +$55.9K | ﹤0.01% | 345 |
|
|
2019
Q2 | – | Sell |
-247
| Closed | -$15K | – | 983 |
|
|
2019
Q1 | $15K | Sell |
247
-6
| -2% | -$354 | ﹤0.01% | 504 |
|
|
2018
Q4 | $14K | Buy |
+253
| New | +$14.8K | ﹤0.01% | 464 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 937 |
|
|
2018
Q2 | $1K | Buy |
+21
| New | +$1.39K | ﹤0.01% | 887 |
|
|
2017
Q4 | – | Sell |
-179
| Closed | -$11K | – | 770 |
|
|
2017
Q3 | $11K | Buy |
+179
| New | +$11.2K | ﹤0.01% | 453 |
|
Other funds holding IEFA
Allworth Financial's IEFA Position: Q2 2026 in Review
Allworth Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, buying an estimated $35.7K and bringing the position to 29,198 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #457.
Allworth Financial first reported a position in IEFA in Q3 2017 and has held it in 31 quarters since. The position peaked at $3.66M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Allworth Financial held 29,198 shares of iShares Core MSCI EAFE ETF worth $2.82M as of Q2 2026.
- Allworth Financial bought 372 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $35.7K.
- iShares Core MSCI EAFE ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #457 holding.
- Allworth Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 31 quarters since.
- Allworth Financial's iShares Core MSCI EAFE ETF position peaked at $3.66M in Q4 2021.
- 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.