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Dunhill Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Dunhill Financial’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 		$561K Buy
5,805
+2,594
+81% +$249K 0.11% 79
2026
Q1 		$291K Buy
3,211
+714
+29% +$66.6K 0.07% 113
2025
Q4 		$223K Buy
2,497
+1,253
+101% +$111K 0.05% 126
2025
Q3 		$109K Hold
1,244
– – 0.03% 179
2025
Q2 		$104K Buy
1,244
+105
+9% +$8.33K 0.03% 162
2025
Q1 		$85.6K Buy
1,139
+14
+1% +$1.05K 0.04% 149
2024
Q4 		$79.1K Hold
1,125
– – 0.04% 148
2024
Q3 		$87.8K Buy
+1,125
New +$84.2K 0.05% 130

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

Dunhill Financial's IEFA Position: Q2 2026 in Review

Dunhill Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 81% in Q2 2026, buying an estimated $249K and bringing the position to 5,805 shares worth $561K. The position accounts for 0.11% of the portfolio, ranked #79.

Dunhill Financial first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Dunhill Financial held 5,805 shares of iShares Core MSCI EAFE ETF worth $561K as of Q2 2026.
  • Dunhill Financial bought 2,594 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $249K.
  • iShares Core MSCI EAFE ETF made up 0.11% of Dunhill Financial's portfolio in Q2 2026, its #79 holding.
  • Dunhill Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.