Dentgroup’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Dentgroup’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
2025 Q4	$1.4M	Sell	15,635 -851	-5%	-$75.3K	0.96%	30
2025 Q3	$1.44M	Sell	16,486 -1,213	-7%	-$103K	0.93%	31
2025 Q2	$1.48M	Sell	17,699 -483	-3%	-$38.3K	1.02%	30
2025 Q1	$1.38M	Sell	18,182 -10,901	-37%	-$815K	1.03%	28
2024 Q4	$2.04M	Buy	29,083 +7,349	+34%	+$542K	1.56%	19
2024 Q3	$1.7M	Buy	21,734 +9,772	+82%	+$732K	1.27%	23
2024 Q2	$869K	Buy	+11,962	New	+$880K	0.7%	43
2022 Q2	–	Sell	-2,935	Closed	-$204K	–	84
2022 Q1	$204K	Buy	+2,935	New	+$208K	0.2%	83

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dentgroup's IEFA Position: Q4 2025 in Review

Dentgroup reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q4 2025, selling an estimated $75.3K and leaving 15,635 shares worth $1.4M. The position accounts for 0.96% of the portfolio, ranked #30.

Dentgroup first reported a position in IEFA in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.04M in Q4 2024. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Dentgroup held 15,635 shares of iShares Core MSCI EAFE ETF worth $1.4M as of Q4 2025.
Dentgroup sold 851 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $75.3K.
iShares Core MSCI EAFE ETF made up 0.96% of Dentgroup's portfolio in Q4 2025, its #30 holding.
Dentgroup first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 8 quarters since.
Dentgroup's iShares Core MSCI EAFE ETF position peaked at $2.04M in Q4 2024.
2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.