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

DecisionPoint Financial’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	$167K	Buy	1,737 +291	+20%	+$28K	0.03%	60
2026 Q1	$131K	Sell	1,446 -142	-9%	-$13.3K	0.03%	60
2025 Q4	$142K	Buy	1,588 +1,460	+1,141%	+$129K	0.03%	58
2025 Q3	$11.3K	Hold	128	–	–	﹤0.01%	135
2025 Q2	$10.7K	Hold	128	–	–	﹤0.01%	143
2025 Q1	$9.68K	Hold	128	–	–	﹤0.01%	159
2024 Q4	$9K	Hold	128	–	–	﹤0.01%	168
2024 Q3	$9.99K	Hold	128	–	–	﹤0.01%	159
2024 Q2	$9.57K	Hold	128	–	–	﹤0.01%	157
2024 Q1	$9.26K	Buy	128 +52	+68%	+$3.7K	﹤0.01%	164
2023 Q4	$5.35K	Hold	76	–	–	﹤0.01%	148
2023 Q3	$4.89K	Hold	76	–	–	﹤0.01%	158
2023 Q2	$5.13K	Buy	+76	New	+$5.15K	﹤0.01%	137
2023 Q1	–	Sell	-5	Closed	-$309	–	208
2022 Q4	$309	Buy	+5	New	+$294	﹤0.01%	171

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

DecisionPoint Financial's IEFA Position: Q2 2026 in Review

DecisionPoint Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, buying an estimated $28K and bringing the position to 1,737 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #60.

DecisionPoint Financial first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

DecisionPoint Financial held 1,737 shares of iShares Core MSCI EAFE ETF worth $167K as of Q2 2026.
DecisionPoint Financial bought 291 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $28K.
iShares Core MSCI EAFE ETF made up 0.03% of DecisionPoint Financial's portfolio in Q2 2026, its #60 holding.
DecisionPoint Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.