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

Diversified Portfolios Inc’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	$298K	Hold	3,086	–	–	0.02%	168
2026 Q1	$279K	Hold	3,086	–	–	0.02%	154
2025 Q4	$276K	Buy	3,086 +612	+25%	+$54.1K	0.02%	156
2025 Q3	$216K	Buy	+2,474	New	+$210K	0.02%	160
2020 Q1	–	Sell	-3,474	Closed	-$227K	–	57
2019 Q4	$227K	Hold	3,474	–	–	0.11%	59
2019 Q3	$212K	Hold	3,474	–	–	0.11%	56
2019 Q2	$213K	Buy	+3,474	New	+$213K	0.12%	51

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 Portfolios Inc's IEFA Position: Q2 2026 in Review

Diversified Portfolios Inc held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,086 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #168.

Diversified Portfolios Inc first reported a position in IEFA in Q2 2019 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Diversified Portfolios Inc held 3,086 shares of iShares Core MSCI EAFE ETF worth $298K as of Q2 2026.
Diversified Portfolios Inc left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #168 holding.
Diversified Portfolios Inc first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.