DBK Financial Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DBK Financial Counsel’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	$1.12M	Sell	11,631 -648	-5%	-$62.2K	0.94%	28
2026 Q1	$1.11M	Sell	12,279 -458	-4%	-$42.7K	0.84%	34
2025 Q4	$1.14M	Hold	12,737	–	–	0.88%	30
2025 Q3	$1.11M	Sell	12,737 -65	-0.5%	-$5.52K	0.94%	28
2025 Q2	$1.07M	Hold	12,802	–	–	0.97%	28
2025 Q1	$968K	Sell	12,802 -84	-0.7%	-$6.28K	0.97%	29
2024 Q4	$906K	Hold	12,886	–	–	0.91%	25
2024 Q3	$1.01M	Sell	12,886 -180	-1%	-$13.5K	1.02%	25
2024 Q2	$949K	Sell	13,066 -4,675	-26%	-$344K	1.03%	25
2024 Q1	$1.32M	Sell	17,741 -995	-5%	-$70.8K	1.38%	22
2023 Q4	$1.32M	Sell	18,736 -1,610	-8%	-$106K	1.51%	20
2023 Q3	$1.31M	Hold	20,346	–	–	1.72%	19
2023 Q2	$1.37M	Sell	20,346 -230	-1%	-$15.6K	1.85%	17
2023 Q1	$1.38M	Sell	20,576 -240	-1%	-$15.7K	1.91%	16
2022 Q4	$1.28M	Sell	20,816 -80	-0.4%	-$4.71K	2.05%	17
2022 Q3	$1.1M	Hold	20,896	–	–	1.9%	16
2022 Q2	$1.23M	Buy	20,896 +300	+1%	+$19.2K	2%	16
2022 Q1	$1.43M	Buy	20,596 +150	+0.7%	+$10.6K	2.11%	15
2021 Q4	$1.53M	Buy	+20,446	New	+$1.54M	2.18%	15

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

DBK Financial Counsel's IEFA Position: Q2 2026 in Review

DBK Financial Counsel reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q2 2026, selling an estimated $62.2K and leaving 11,631 shares worth $1.12M. The position accounts for 0.94% of the portfolio, ranked #28.

DBK Financial Counsel first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2021. 1,738 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

DBK Financial Counsel held 11,631 shares of iShares Core MSCI EAFE ETF worth $1.12M as of Q2 2026.
DBK Financial Counsel sold 648 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $62.2K.
iShares Core MSCI EAFE ETF made up 0.94% of DBK Financial Counsel's portfolio in Q2 2026, its #28 holding.
DBK Financial Counsel first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
DBK Financial Counsel's iShares Core MSCI EAFE ETF position peaked at $1.53M in Q4 2021.
1,738 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.