Dana Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Dana Investment 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	$1.63M	Sell	16,901 -1,718	-9%	-$165K	0.04%	369
2026 Q1	$1.69M	Buy	18,619 +1,553	+9%	+$145K	0.05%	334
2025 Q4	$1.53M	Buy	17,066 +1,199	+8%	+$106K	0.04%	350
2025 Q3	$1.39M	Sell	15,867 -26	-0.2%	-$2.21K	0.04%	356
2025 Q2	$1.33M	Buy	15,893 +1,240	+8%	+$98.4K	0.04%	350
2025 Q1	$1.11M	Hold	14,653	–	–	0.04%	367
2024 Q4	$1.03M	Sell	14,653 -1,678	-10%	-$124K	0.03%	375
2024 Q3	$1.27M	Buy	16,331 +23	+0.1%	+$1.72K	0.04%	357
2024 Q2	$1.18M	Hold	16,308	–	–	0.04%	355
2024 Q1	$1.21M	Sell	16,308 -545	-3%	-$38.8K	0.04%	357
2023 Q4	$1.19M	Sell	16,853 -4,455	-21%	-$294K	0.06%	231
2023 Q3	$1.37M	Sell	21,308 -730	-3%	-$48.9K	0.07%	197
2023 Q2	$1.49M	Buy	22,038 +18,081	+457%	+$1.23M	0.07%	192
2023 Q1	$265K	Buy	+3,957	New	+$259K	0.01%	364

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

Dana Investment Advisors's IEFA Position: Q2 2026 in Review

Dana Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.2% in Q2 2026, selling an estimated $165K and leaving 16,901 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #369.

Dana Investment Advisors first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Dana Investment Advisors held 16,901 shares of iShares Core MSCI EAFE ETF worth $1.63M as of Q2 2026.
Dana Investment Advisors sold 1,718 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $165K.
iShares Core MSCI EAFE ETF made up 0.04% of Dana Investment Advisors's portfolio in Q2 2026, its #369 holding.
Dana Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Dana Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $1.69M in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.