Diversified Enterprises’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Diversified Enterprises’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	$4.63M	Buy	47,946 +100	+0.2%	+$9.61K	0.22%	45
2026 Q1	$4.33M	Buy	47,846 +2,801	+6%	+$261K	0.24%	44
2025 Q4	$4.03M	Buy	45,045 +8,104	+22%	+$717K	0.24%	46
2025 Q3	$3.23M	Sell	36,941 -53	-0.1%	-$4.5K	0.22%	46
2025 Q2	$3.09M	Buy	36,994 +578	+2%	+$45.9K	0.23%	46
2025 Q1	$2.75M	Buy	36,416 +18,319	+101%	+$1.37M	0.23%	48
2024 Q4	$1.27M	Buy	18,097 +304	+2%	+$22.4K	0.12%	65
2024 Q3	$1.39M	Buy	+17,793	New	+$1.33M	0.15%	59

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

Diversified Enterprises's IEFA Position: Q2 2026 in Review

Diversified Enterprises increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.21% in Q2 2026, buying an estimated $9.61K and bringing the position to 47,946 shares worth $4.63M. The position accounts for 0.22% of the portfolio, ranked #45.

Diversified Enterprises first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Diversified Enterprises held 47,946 shares of iShares Core MSCI EAFE ETF worth $4.63M as of Q2 2026.
Diversified Enterprises bought 100 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.61K.
iShares Core MSCI EAFE ETF made up 0.22% of Diversified Enterprises's portfolio in Q2 2026, its #45 holding.
Diversified Enterprises first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.