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

Avant Financial 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	$303K	Hold	3,137	–	–	0.19%	60
2026 Q1	$284K	Hold	3,137	–	–	0.2%	59
2025 Q4	$281K	Hold	3,137	–	–	0.2%	61
2025 Q3	$274K	Hold	3,137	–	–	0.21%	60
2025 Q2	$262K	Hold	3,137	–	–	0.22%	59
2025 Q1	$237K	Buy	3,137 +34	+1%	+$2.54K	0.22%	60
2024 Q4	$218K	Buy	+3,103	New	+$229K	0.2%	62

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Avant Financial Advisors's IEFA Position: Q2 2026 in Review

Avant Financial Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,137 shares worth $303K. The position accounts for 0.19% of the portfolio, ranked #60.

Avant Financial Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Avant Financial Advisors held 3,137 shares of iShares Core MSCI EAFE ETF worth $303K as of Q2 2026.
Avant Financial Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.19% of Avant Financial Advisors's portfolio in Q2 2026, its #60 holding.
Avant Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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