DI
IEFA icon

Disciplined Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Disciplined Investments’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 		$2.26M Buy
23,432
+565
+2% +$54.3K 0.73% 36
2026
Q1 		$2.07M Buy
22,867
+207
+0.9% +$19.3K 0.74% 39
2025
Q4 		$2.03M Sell
22,660
-929
-4% -$82.1K 0.78% 37
2025
Q3 		$2.06M Sell
23,589
-1,385
-6% -$118K 0.82% 37
2025
Q2 		$2.08M Sell
24,974
-537
-2% -$42.6K 0.88% 35
2025
Q1 		$1.93M Buy
25,511
+454
+2% +$33.9K 0.89% 38
2024
Q4 		$1.76M Buy
25,057
+2,923
+13% +$216K 0.87% 36
2024
Q3 		$1.73M Buy
22,134
+3,041
+16% +$228K 0.85% 36
2024
Q2 		$1.39M Sell
19,093
-164
-0.9% -$12.1K 0.74% 44
2024
Q1 		$1.43M Buy
19,257
+1,915
+11% +$136K 0.78% 40
2023
Q4 		$1.22M Buy
17,342
+760
+5% +$50.1K 0.71% 43
2023
Q3 		$1.07M Buy
16,582
+461
+3% +$30.9K 0.65% 50
2023
Q2 		$1.09M Sell
16,121
-363
-2% -$24.6K 0.58% 50
2023
Q1 		$1.1M Hold
16,484
– – 0.46% 61
2022
Q4 		$1.02M Buy
16,484
+1,347
+9% +$79.3K 0.5% 57
2022
Q3 		$797K Sell
15,137
-275
-2% -$16.2K 0.37% 69
2022
Q2 		$907K Buy
15,412
+1,264
+9% +$81.1K 0.41% 62
2022
Q1 		$983K Buy
14,148
+12,094
+589% +$855K 0.41% 61
2021
Q4 		$153K Buy
2,054
+551
+37% +$41.4K 0.07% 126
2021
Q3 		$112K Buy
1,503
+853
+131% +$64.9K 0.05% 140
2021
Q2 		$49K Buy
650
+623
+2,307% +$47K 0.03% 198
2021
Q1 		$2K Sell
27
-42
-61% -$3K ﹤0.01% 333
2020
Q4 		$5K Sell
69
-17
-20% -$1.1K ﹤0.01% 255
2020
Q3 		$5K Sell
86
-49
-36% -$2.96K ﹤0.01% 299
2020
Q2 		$8K Hold
135
– – 0.01% 285
2020
Q1 		$7K Sell
135
-100
-43% -$5.95K 0.01% 295
2019
Q4 		$15K Buy
+235
New +$14.9K 0.01% 263

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

Disciplined Investments's IEFA Position: Q2 2026 in Review

Disciplined Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $54.3K and bringing the position to 23,432 shares worth $2.26M. The position accounts for 0.73% of the portfolio, ranked #36.

Disciplined Investments first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Disciplined Investments held 23,432 shares of iShares Core MSCI EAFE ETF worth $2.26M as of Q2 2026.
  • Disciplined Investments bought 565 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $54.3K.
  • iShares Core MSCI EAFE ETF made up 0.73% of Disciplined Investments's portfolio in Q2 2026, its #36 holding.
  • Disciplined Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.