Ally Invest Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ally Invest Advisors’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	$1M	Sell	10,397 -201	-2%	-$19.3K	0.06%	42
2026 Q1	$959K	Sell	10,598 -2,364	-18%	-$221K	0.06%	38
2025 Q4	$1.16M	Sell	12,962 -425	-3%	-$37.6K	0.08%	38
2025 Q3	$1.17M	Sell	13,387 -261	-2%	-$22.2K	0.08%	37
2025 Q2	$1.14M	Buy	13,648 +6,920	+103%	+$549K	0.09%	36
2025 Q1	$509K	Buy	6,728 +184	+3%	+$13.8K	0.04%	50
2024 Q4	$460K	Buy	6,544 +124	+2%	+$9.15K	0.04%	53
2024 Q3	$501K	Buy	6,420 +99	+2%	+$7.41K	0.04%	48
2024 Q2	$459K	Buy	6,321 +114	+2%	+$8.39K	0.04%	47
2024 Q1	$461K	Buy	6,207 +1,154	+23%	+$82.1K	0.05%	46
2023 Q4	$355K	Buy	5,053 +1,442	+40%	+$95K	0.04%	48
2023 Q3	$232K	Buy	3,611 +257	+8%	+$17.2K	0.03%	52
2023 Q2	$226K	Buy	3,354 +335	+11%	+$22.7K	0.03%	49
2023 Q1	$202K	Buy	+3,019	New	+$198K	0.02%	48

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ally Invest Advisors's IEFA Position: Q2 2026 in Review

Ally Invest Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, selling an estimated $19.3K and leaving 10,397 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #42.

Ally Invest Advisors first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q3 2025. 2,462 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Ally Invest Advisors held 10,397 shares of iShares Core MSCI EAFE ETF worth $1M as of Q2 2026.
Ally Invest Advisors sold 201 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.3K.
iShares Core MSCI EAFE ETF made up 0.06% of Ally Invest Advisors's portfolio in Q2 2026, its #42 holding.
Ally Invest Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Ally Invest Advisors's iShares Core MSCI EAFE ETF position peaked at $1.17M in Q3 2025.
2,462 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.