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Dynamic Advisor Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Dynamic Advisor Solutions’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 		$37.4M Buy
386,991
+31,291
+9% +$3.01M 1.06% 15
2026
Q1 		$32.2M Buy
355,700
+11,146
+3% +$1.04M 1.01% 15
2025
Q4 		$30.8M Sell
344,554
-8,446
-2% -$747K 0.99% 18
2025
Q3 		$30.8M Buy
353,000
+12,569
+4% +$1.07M 0.89% 18
2025
Q2 		$28.4M Buy
340,431
+8,416
+3% +$668K 0.88% 19
2025
Q1 		$25.1M Buy
332,015
+13,209
+4% +$988K 0.83% 20
2024
Q4 		$22.4M Sell
318,806
-48,962
-13% -$3.61M 0.97% 19
2024
Q3 		$28.7M Sell
367,768
-23,486
-6% -$1.76M 0.86% 17
2024
Q2 		$28.4M Buy
391,254
+38,918
+11% +$2.86M 0.89% 15
2024
Q1 		$26.2M Sell
352,336
-3,901
-1% -$278K 0.88% 12
2023
Q4 		$24.7M Buy
356,237
+64,856
+22% +$4.27M 0.92% 10
2023
Q3 		$18.8M Buy
291,381
+24,968
+9% +$1.67M 0.89% 14
2023
Q2 		$18M Buy
266,413
+119,485
+81% +$8.1M 0.93% 14
2023
Q1 		$9.82M Buy
146,928
+91,518
+165% +$6M 0.57% 27
2022
Q4 		$3.42M Buy
55,410
+36,960
+200% +$2.18M 0.23% 109
2022
Q3 		$972K Buy
18,450
+2,576
+16% +$151K 0.07% 254
2022
Q2 		$934K Buy
15,874
+3,265
+26% +$209K 0.07% 260
2022
Q1 		$876K Sell
12,609
-6,698
-35% -$474K 0.06% 298
2021
Q4 		$1.44M Buy
19,307
+1,283
+7% +$96.4K 0.1% 212
2021
Q3 		$1.34M Buy
18,024
+2,807
+18% +$214K 0.1% 228
2021
Q2 		$1.14M Sell
15,217
-1,111
-7% -$83.9K 0.09% 254
2021
Q1 		$1.18M Buy
16,328
+1,675
+11% +$120K 0.11% 225
2020
Q4 		$1.01M Buy
14,653
+609
+4% +$39.4K 0.09% 238
2020
Q3 		$847K Sell
14,044
-10,884
-44% -$656K 0.1% 231
2020
Q2 		$1.43M Buy
24,928
+874
+4% +$47.4K 0.19% 138
2020
Q1 		$1.2M Sell
24,054
-4,465
-16% -$266K 0.22% 130
2019
Q4 		$1.86M Buy
28,519
+12,349
+76% +$783K 0.25% 103
2019
Q3 		$988K Sell
16,170
-1,731
-10% -$104K 0.15% 166
2019
Q2 		$1.1M Buy
17,901
+5,154
+40% +$316K 0.18% 149
2019
Q1 		$775K Buy
12,747
+8,810
+224% +$520K 0.15% 162
2018
Q4 		$229K Sell
3,937
-583
-13% -$34.2K 0.05% 332
2018
Q3 		$290K Sell
4,520
-7,156
-61% -$456K 0.06% 311
2018
Q2 		$740K Buy
11,676
+7,287
+166% +$482K 0.17% 163
2018
Q1 		$289K Buy
+4,389
New +$295K 0.07% 263

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Dynamic Advisor Solutions's IEFA Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.8% in Q2 2026, buying an estimated $3.01M and bringing the position to 386,991 shares worth $37.4M. The position accounts for 1.06% of the portfolio, ranked #15.

Dynamic Advisor Solutions first reported a position in IEFA in Q1 2018 and has held it in 34 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Dynamic Advisor Solutions held 386,991 shares of iShares Core MSCI EAFE ETF worth $37.4M as of Q2 2026.
  • Dynamic Advisor Solutions bought 31,291 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.01M.
  • iShares Core MSCI EAFE ETF made up 1.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #15 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 34 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.