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

Ashford 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	$224K	Hold	2,315	–	–	0.05%	23
2026 Q1	$210K	Hold	2,315	–	–	0.05%	22
2025 Q4	$207K	Hold	2,315	–	–	0.05%	20
2025 Q3	$202K	Sell	2,315 -1,370	-37%	-$116K	0.04%	20
2025 Q2	$403K	Buy	+3,685	New	+$292K	0.09%	17
2024 Q1	–	Sell	-878	Closed	-$61.8K	–	16
2023 Q4	$61.8K	Buy	+878	New	+$57.9K	0.02%	16

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 22.96% 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

Ashford Advisors's IEFA Position: Q2 2026 in Review

Ashford Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,315 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #23.

Ashford Advisors first reported a position in IEFA in Q4 2023 and has held it in 6 quarters since. The position peaked at $403K in Q2 2025. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Ashford Advisors held 2,315 shares of iShares Core MSCI EAFE ETF worth $224K as of Q2 2026.
Ashford Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.05% of Ashford Advisors's portfolio in Q2 2026, its #23 holding.
Ashford Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
Ashford Advisors's iShares Core MSCI EAFE ETF position peaked at $403K in Q2 2025.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.