Diversify Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.9M Buy
143,108
+138,718
+3,160% +$13.3M 0.23% 89
2026
Q1
$410K Sell
4,390
-79,618
-95% -$7.43M 0.06% 131
2025
Q4
$7.79M Buy
84,008
+4,217
+5% +$373K 0.25% 70
2025
Q3
$7.03M Buy
79,791
+15,323
+24% +$1.3M 0.24% 66
2025
Q2
$5.49M Buy
64,468
+22,772
+55% +$1.81M 0.21% 80
2025
Q1
$3.29M Buy
41,696
+4,269
+11% +$319K 0.21% 82
2024
Q4
$2.61M Buy
37,427
+7,322
+24% +$540K 0.14% 108
2024
Q3
$2.26M Buy
30,105
+2,578
+9% +$193K 0.12% 151
2024
Q2
$2.03M Buy
27,527
+9,215
+50% +$678K 0.11% 158
2024
Q1
$1.35M Buy
+18,312
New +$1.3M 0.08% 198

Other funds holding IEFA

Diversify Advisory Services's IEFA Position: Q2 2026 in Review

Diversify Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3,160% in Q2 2026, buying an estimated $13.3M and bringing the position to 143,108 shares worth $13.9M. The position accounts for 0.23% of the portfolio, ranked #89.

Diversify Advisory Services first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Diversify Advisory Services held 143,108 shares of iShares Core MSCI EAFE ETF worth $13.9M as of Q2 2026.
  • Diversify Advisory Services bought 138,718 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.3M.
  • iShares Core MSCI EAFE ETF made up 0.23% of Diversify Advisory Services's portfolio in Q2 2026, its #89 holding.
  • Diversify Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.