Client 1st Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Client 1st Advisory 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	$391K	Buy	4,044 +549	+16%	+$52.7K	0.1%	92
2026 Q1	$316K	Buy	+3,495	New	+$326K	0.1%	97
2023 Q2	–	Sell	-3,242	Closed	-$217K	–	101
2023 Q1	$217K	Buy	+3,242	New	+$213K	0.12%	86

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Client 1st Advisory Group's IEFA Position: Q2 2026 in Review

Client 1st Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, buying an estimated $52.7K and bringing the position to 4,044 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #92.

Client 1st Advisory Group first reported a position in IEFA in Q1 2023 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Client 1st Advisory Group held 4,044 shares of iShares Core MSCI EAFE ETF worth $391K as of Q2 2026.
Client 1st Advisory Group bought 549 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $52.7K.
iShares Core MSCI EAFE ETF made up 0.1% of Client 1st Advisory Group's portfolio in Q2 2026, its #92 holding.
Client 1st Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 3 quarters since.
634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.