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

DHK Financial Advisors’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 Q2	$2.79M	Sell	33,394 -111	-0.3%	-$8.81K	1.6%	11
2025 Q1	$2.53M	Buy	+33,505	New	+$2.51M	1.39%	15
2024 Q4	–	Sell	-2,669	Closed	-$208K	–	90
2024 Q3	$208K	Buy	+2,669	New	+$200K	0.13%	82
2022 Q3	–	Sell	-141,281	Closed	-$8.31M	–	35
2022 Q2	$8.31M	Buy	141,281 +1,328	+0.9%	+$85.2K	7.95%	4
2022 Q1	$9.73M	Buy	139,953 +19,880	+17%	+$1.41M	8.21%	4
2021 Q4	$8.97M	Buy	+120,073	New	+$9.02M	8.45%	4

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DHK Financial Advisors's IEFA Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.33% in Q2 2025, selling an estimated $8.81K and leaving 33,394 shares worth $2.79M. The position accounts for 1.6% of the portfolio, ranked #11.

DHK Financial Advisors first reported a position in IEFA in Q4 2021 and has held it in 6 quarters since. The position peaked at $9.73M in Q1 2022. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

DHK Financial Advisors held 33,394 shares of iShares Core MSCI EAFE ETF worth $2.79M as of Q2 2025.
DHK Financial Advisors sold 111 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $8.81K.
iShares Core MSCI EAFE ETF made up 1.6% of DHK Financial Advisors's portfolio in Q2 2025, its #11 holding.
DHK Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
DHK Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $9.73M in Q1 2022.
2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.