DI
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DDFG Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DDFG Inc’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 		$477K Sell
4,935
-760
-13% -$73K 0.09% 62
2026
Q1 		$516K Buy
5,695
+55
+1% +$5.13K 0.11% 54
2025
Q4 		$505K Buy
5,640
+80
+1% +$7.07K 0.11% 53
2025
Q3 		$485K Buy
5,560
+107
+2% +$9.09K 0.11% 54
2025
Q2 		$455K Buy
5,453
+71
+1% +$5.63K 0.11% 53
2025
Q1 		$407K Sell
5,382
-345
-6% -$25.8K 0.11% 52
2024
Q4 		$402K Buy
5,727
+66
+1% +$4.87K 0.12% 53
2024
Q3 		$442K Sell
5,661
-305
-5% -$22.8K 0.13% 54
2024
Q2 		$433K Buy
5,966
+55
+0.9% +$4.05K 0.13% 52
2024
Q1 		$439K Buy
5,911
+190
+3% +$13.5K 0.14% 49
2023
Q4 		$402K Buy
5,721
+26
+0.5% +$1.71K 0.14% 51
2023
Q3 		$366K Buy
5,695
+1,097
+24% +$73.5K 0.14% 53
2023
Q2 		$310K Buy
4,598
+470
+11% +$31.9K 0.11% 56
2023
Q1 		$276K Sell
4,128
-429
-9% -$28.1K 0.11% 58
2022
Q4 		$281K Buy
+4,557
New +$268K 0.12% 54

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DDFG Inc's IEFA Position: Q2 2026 in Review

DDFG Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $73K and leaving 4,935 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #62.

DDFG Inc first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $516K in Q1 2026. 1,337 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • DDFG Inc held 4,935 shares of iShares Core MSCI EAFE ETF worth $477K as of Q2 2026.
  • DDFG Inc sold 760 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $73K.
  • iShares Core MSCI EAFE ETF made up 0.09% of DDFG Inc's portfolio in Q2 2026, its #62 holding.
  • DDFG Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's iShares Core MSCI EAFE ETF position peaked at $516K in Q1 2026.
  • 1,337 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.