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Burkett Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Burkett Financial Services’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 		– Sell
-175
Closed -$15.8K – 274
2026
Q1 		$15.8K Buy
+175
New +$16.3K 0.01% 153

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UBS Group
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Northwestern Mutual Wealth Management
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Burkett Financial Services's IEFA Position: Q2 2026 in Review

Burkett Financial Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 175 shares — an estimated $15.8K sold.

Burkett Financial Services first reported a position in IEFA in Q1 2026 and held it in 1 quarter. The position peaked at $15.8K in Q1 2026. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Burkett Financial Services reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 175 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.8K.
  • Burkett Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and held it in 1 quarter.
  • Burkett Financial Services's iShares Core MSCI EAFE ETF position peaked at $15.8K in Q1 2026.
  • 2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.