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Black Diamond Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Black Diamond Financial’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 		$2.17M Hold
22,441
– – 0.19% 57
2026
Q1 		$2.03M Buy
22,441
+1,934
+9% +$181K 0.22% 57
2025
Q4 		$1.83M Buy
20,507
+84
+0.4% +$7.43K 0.19% 62
2025
Q3 		$1.78M Buy
20,423
+95
+0.5% +$8.07K 0.2% 58
2025
Q2 		$1.7M Buy
20,328
+116
+0.6% +$9.21K 0.26% 53
2025
Q1 		$1.53M Hold
20,212
– – 0.23% 57
2024
Q4 		$1.42M Buy
20,212
+5,477
+37% +$404K 0.21% 58
2024
Q3 		$1.15M Hold
14,735
– – 0.2% 58
2024
Q2 		$1.07M Buy
14,735
+3
+0% +$221 0.21% 57
2024
Q1 		$1.04M Hold
14,732
– – 0.28% 47
2023
Q4 		$1.04M Buy
14,732
+362
+3% +$23.9K 0.28% 47
2023
Q3 		$925K Hold
14,370
– – 0.28% 47
2023
Q2 		$970K Buy
14,370
+2
+0% +$136 0.29% 45
2023
Q1 		$960K Hold
14,368
– – 0.32% 44
2022
Q4 		$886K Buy
14,368
+1
+0% +$59 0.32% 43
2022
Q3 		$757K Sell
14,367
-670
-4% -$39.4K 0.31% 47
2022
Q2 		$885K Buy
15,037
+807
+6% +$51.8K 0.35% 45
2022
Q1 		$989K Sell
14,230
-1,209
-8% -$85.5K 0.31% 47
2021
Q4 		$1.15M Buy
15,439
+1,317
+9% +$99K 0.39% 34
2021
Q3 		$1.05M Sell
14,122
-930
-6% -$70.7K 0.5% 33
2021
Q2 		$1.13M Hold
15,052
– – 0.44% 34
2021
Q1 		$1.08M Hold
15,052
– – 0.46% 35
2020
Q4 		$1.04M Hold
15,052
– – 0.48% 35
2020
Q3 		$907K Sell
15,052
-2,200
-13% -$133K 0.51% 32
2020
Q2 		$986K Sell
17,252
-3,600
-17% -$195K 0.64% 28
2020
Q1 		$1.04M Buy
20,852
+12,686
+155% +$755K 0.79% 31
2019
Q4 		$533K Buy
8,166
+1,106
+16% +$70.2K 0.39% 39
2019
Q3 		$431K Hold
7,060
– – 0.32% 45
2019
Q2 		$433K Hold
7,060
– – 0.37% 40
2019
Q1 		$429K Buy
+7,060
New +$417K 0.38% 38
2018
Q4 		– Hold
0
– – – 45

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Black Diamond Financial's IEFA Position: Q2 2026 in Review

Black Diamond Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 22,441 shares worth $2.17M. The position accounts for 0.19% of the portfolio, ranked #57.

Black Diamond Financial first reported a position in IEFA in Q1 2019 and has held it in 30 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Black Diamond Financial held 22,441 shares of iShares Core MSCI EAFE ETF worth $2.17M as of Q2 2026.
  • Black Diamond Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.19% of Black Diamond Financial's portfolio in Q2 2026, its #57 holding.
  • Black Diamond Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.