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

Barnes Pettey 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	$294K	Buy	3,043 +104	+4%	+$9.99K	0.09%	141
2026 Q1	$266K	Hold	2,939	–	–	0.12%	132
2025 Q4	$263K	Sell	2,939 -91	-3%	-$8.05K	0.13%	122
2025 Q3	$265K	Buy	+3,030	New	+$257K	0.15%	109
2022 Q1	–	Sell	-4,790	Closed	-$358K	–	95
2021 Q4	$358K	Buy	+4,790	New	+$360K	0.41%	61

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

Barnes Pettey Financial Advisors's IEFA Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q2 2026, buying an estimated $9.99K and bringing the position to 3,043 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #141.

Barnes Pettey Financial Advisors first reported a position in IEFA in Q4 2021 and has held it in 5 quarters since. The position peaked at $358K in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Barnes Pettey Financial Advisors held 3,043 shares of iShares Core MSCI EAFE ETF worth $294K as of Q2 2026.
Barnes Pettey Financial Advisors bought 104 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.99K.
iShares Core MSCI EAFE ETF made up 0.09% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #141 holding.
Barnes Pettey Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 5 quarters since.
Barnes Pettey Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $358K in Q4 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.