CFO4Life Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CFO4Life Group’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	$36.3M	Sell	375,853 -3,342	-0.9%	-$321K	4.89%	4
2026 Q1	$34.3M	Sell	379,195 -6,291	-2%	-$587K	5.23%	3
2025 Q4	$34.5M	Buy	385,486 +48	+0%	+$4.25K	4.92%	4
2025 Q3	$33.7M	Buy	385,438 +11,448	+3%	+$973K	4.89%	4
2025 Q2	$31.2M	Buy	373,990 +40,481	+12%	+$3.21M	4.88%	5
2025 Q1	$25.2M	Buy	333,509 +324,281	+3,514%	+$24.2M	4.25%	6
2024 Q4	$649K	Buy	9,228 +429	+5%	+$31.6K	0.11%	101
2024 Q3	$687K	Buy	8,799 +1,589	+22%	+$119K	0.12%	99
2024 Q2	$524K	Hold	7,210	–	–	0.1%	111
2024 Q1	$535K	Buy	7,210 +54	+0.8%	+$3.84K	0.1%	108
2023 Q4	$503K	Buy	7,156 +85	+1%	+$5.6K	0.1%	110
2023 Q3	$455K	Buy	7,071 +372	+6%	+$24.9K	0.11%	103
2023 Q2	$452K	Buy	+6,699	New	+$454K	0.1%	104

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

CFO4Life Group's IEFA Position: Q2 2026 in Review

CFO4Life Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.88% in Q2 2026, selling an estimated $321K and leaving 375,853 shares worth $36.3M. The position accounts for 4.89% of the portfolio, ranked #4.

CFO4Life Group first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

CFO4Life Group held 375,853 shares of iShares Core MSCI EAFE ETF worth $36.3M as of Q2 2026.
CFO4Life Group sold 3,342 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $321K.
iShares Core MSCI EAFE ETF made up 4.89% of CFO4Life Group's portfolio in Q2 2026, its #4 holding.
CFO4Life Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.