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Drake & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Drake & Associates’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 		$358K Buy
3,706
+573
+18% +$55K 0.06% 84
2026
Q1 		$284K Buy
+3,133
New +$292K 0.05% 87
2025
Q2 		– Sell
-2,757
Closed -$209K – 101
2025
Q1 		$209K Buy
+2,757
New +$206K 0.06% 88

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

Drake & Associates's IEFA Position: Q2 2026 in Review

Drake & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $55K and bringing the position to 3,706 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #84.

Drake & Associates first reported a position in IEFA in Q1 2025 and has held it in 3 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Drake & Associates held 3,706 shares of iShares Core MSCI EAFE ETF worth $358K as of Q2 2026.
  • Drake & Associates bought 573 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $55K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Drake & Associates's portfolio in Q2 2026, its #84 holding.
  • Drake & Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.