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

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

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

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

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

Wealth Enhancement Advisory Services

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

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM