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Deane Retirement Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Deane Retirement Strategies’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 		– Sell
-113
Closed -$10.2K – 60
2026
Q1 		$10.2K Sell
113
-131,696
-100% -$12.3M ﹤0.01% 38
2025
Q4 		$11.8M Buy
131,809
+201
+0.2% +$17.8K 4.88% 6
2025
Q3 		$11.5M Sell
131,608
-1,889
-1% -$161K 4.94% 5
2025
Q2 		$11.1M Buy
133,497
+2,241
+2% +$178K 4.99% 6
2025
Q1 		$9.93M Buy
+131,256
New +$9.81M 4.73% 8
2024
Q1 		– Sell
-192,215
Closed -$13.5M – 81
2023
Q4 		$13.5M Buy
192,215
+170
+0.1% +$11.2K 7.38% 3
2023
Q3 		$12.4M Buy
192,045
+413
+0.2% +$27.7K 6.9% 4
2023
Q2 		$12.9M Buy
191,632
+107,161
+127% +$7.27M 7.09% 4
2023
Q1 		$5.65M Buy
+84,471
New +$5.54M 3.11% 7

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Deane Retirement Strategies's IEFA Position: Q2 2026 in Review

Deane Retirement Strategies sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 113 shares — an estimated $10.2K sold.

Deane Retirement Strategies first reported a position in IEFA in Q1 2023 and held it in 9 quarters. The position peaked at $13.5M in Q4 2023. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Deane Retirement Strategies reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Deane Retirement Strategies sold 113 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.2K.
  • Deane Retirement Strategies first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and held it in 9 quarters.
  • Deane Retirement Strategies's iShares Core MSCI EAFE ETF position peaked at $13.5M in Q4 2023.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.