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

Bragg 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	$315K	Buy	3,259 +343	+12%	+$32.9K	0.01%	329
2026 Q1	$264K	Buy	2,916 +627	+27%	+$58.5K	0.01%	337
2025 Q4	$205K	Buy	+2,289	New	+$202K	0.01%	347
2024 Q4	–	Sell	-4,100	Closed	-$320K	–	331
2024 Q3	$320K	Hold	4,100	–	–	0.01%	280
2024 Q2	$298K	Hold	4,100	–	–	0.01%	282
2024 Q1	$304K	Buy	+4,100	New	+$292K	0.01%	282

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 22.9% 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

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

Bragg Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $32.9K and bringing the position to 3,259 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #329.

Bragg Financial Advisors first reported a position in IEFA in Q1 2024 and has held it in 6 quarters since. The position peaked at $320K in Q3 2024. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bragg Financial Advisors held 3,259 shares of iShares Core MSCI EAFE ETF worth $315K as of Q2 2026.
Bragg Financial Advisors bought 343 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $32.9K.
iShares Core MSCI EAFE ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #329 holding.
Bragg Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 6 quarters since.
Bragg Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $320K in Q3 2024.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.