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

Ares Financial Consulting’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 		$22.1K Buy
229
+2
+0.9% +$192 0.02% 393
2026
Q1 		$20.9K Hold
227
– – 0.02% 388
2025
Q4 		$20.3K Buy
+227
New +$20.1K 0.02% 256

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Truist Financial
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M&T Bank
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Ares Financial Consulting's IEFA Position: Q2 2026 in Review

Ares Financial Consulting increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.88% in Q2 2026, buying an estimated $192 and bringing the position to 229 shares worth $22.1K. The position accounts for 0.02% of the portfolio, ranked #393.

Ares Financial Consulting first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 1,610 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Ares Financial Consulting held 229 shares of iShares Core MSCI EAFE ETF worth $22.1K as of Q2 2026.
  • Ares Financial Consulting bought 2 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $192.
  • iShares Core MSCI EAFE ETF made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #393 holding.
  • Ares Financial Consulting first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,610 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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