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Auour Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Auour Investments’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 		$7.94M Sell
82,194
-635
-0.8% -$61K 2.28% 11
2026
Q1 		$7.5M Buy
82,829
+324
+0.4% +$30.2K 2.36% 9
2025
Q4 		$7.38M Buy
82,505
+6,027
+8% +$533K 2.35% 9
2025
Q3 		$6.68M Buy
76,478
+3,806
+5% +$323K 2.17% 10
2025
Q2 		$6.07M Sell
72,672
-1,190
-2% -$94.4K 2.09% 10
2025
Q1 		$5.81M Sell
73,862
-8,721
-11% -$652K 2.11% 10
2024
Q4 		$6.08M Buy
82,583
+3,374
+4% +$249K 2.12% 9
2024
Q3 		$5.91M Sell
79,209
-1,382
-2% -$103K 2.11% 10
2024
Q2 		$5.85M Buy
80,591
+441
+0.6% +$32.5K 2.18% 10
2024
Q1 		$5.95M Buy
80,150
+2,235
+3% +$159K 2.2% 9
2023
Q4 		$5.37M Sell
77,915
-680
-0.9% -$44.8K 2.12% 8
2023
Q3 		$5.06M Sell
78,595
-1,563
-2% -$105K 2.13% 10
2023
Q2 		$5.41M Buy
+80,158
New +$5.44M 2.3% 7

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Auour Investments's IEFA Position: Q2 2026 in Review

Auour Investments reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.77% in Q2 2026, selling an estimated $61K and leaving 82,194 shares worth $7.94M. The position accounts for 2.28% of the portfolio, ranked #11.

Auour Investments first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Auour Investments held 82,194 shares of iShares Core MSCI EAFE ETF worth $7.94M as of Q2 2026.
  • Auour Investments sold 635 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $61K.
  • iShares Core MSCI EAFE ETF made up 2.28% of Auour Investments's portfolio in Q2 2026, its #11 holding.
  • Auour Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.