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

Dynamic Financial Group’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
Q1 		$2.38M Buy
26,253
+4,220
+19% +$394K 1.94% 8
2025
Q4 		$1.97M Buy
22,033
+29
+0.1% +$2.56K 1.68% 8
2025
Q3 		$1.92M Buy
22,004
+752
+4% +$63.9K 1.67% 7
2025
Q2 		$1.77M Sell
21,252
-195
-0.9% -$15.5K 1.71% 6
2025
Q1 		$1.62M Buy
21,447
+35
+0.2% +$2.62K 1.62% 6
2024
Q4 		$1.5M Buy
+21,412
New +$1.58M 1.53% 8

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dynamic Financial Group's IEFA Position: Q1 2026 in Review

Dynamic Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q1 2026, buying an estimated $394K and bringing the position to 26,253 shares worth $2.38M. The position accounts for 1.94% of the portfolio, ranked #8.

Dynamic Financial Group first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Dynamic Financial Group held 26,253 shares of iShares Core MSCI EAFE ETF worth $2.38M as of Q1 2026.
  • Dynamic Financial Group bought 4,220 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $394K.
  • iShares Core MSCI EAFE ETF made up 1.94% of Dynamic Financial Group's portfolio in Q1 2026, its #8 holding.
  • Dynamic Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.