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

Eaton Financial Holdings’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	$353K	Buy	3,653 +424	+13%	+$40.7K	0.1%	103
2026 Q1	$292K	Sell	3,229 -4,549	-58%	-$425K	0.1%	113
2025 Q4	$696K	Buy	7,778 +229	+3%	+$20.3K	0.19%	84
2025 Q3	$659K	Buy	7,549 +174	+2%	+$14.8K	0.19%	81
2025 Q2	$616K	Buy	7,375 +4	+0.1%	+$317	0.19%	75
2025 Q1	$558K	Buy	7,371 +1,714	+30%	+$128K	0.23%	44
2024 Q4	$398K	Buy	5,657 +63	+1%	+$4.65K	0.15%	54
2024 Q3	$437K	Buy	+5,594	New	+$419K	0.18%	53
2024 Q1	$401K	Buy	+5,406	New	+$385K	0.21%	52
2023 Q1	–	Sell	-3,339	Closed	-$206K	–	60
2022 Q4	$206K	Buy	+3,339	New	+$197K	0.18%	66

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Eaton Financial Holdings's IEFA Position: Q2 2026 in Review

Eaton Financial Holdings increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, buying an estimated $40.7K and bringing the position to 3,653 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #103.

Eaton Financial Holdings first reported a position in IEFA in Q4 2022 and has held it in 10 quarters since. The position peaked at $696K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Eaton Financial Holdings held 3,653 shares of iShares Core MSCI EAFE ETF worth $353K as of Q2 2026.
Eaton Financial Holdings bought 424 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $40.7K.
iShares Core MSCI EAFE ETF made up 0.1% of Eaton Financial Holdings's portfolio in Q2 2026, its #103 holding.
Eaton Financial Holdings first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 10 quarters since.
Eaton Financial Holdings's iShares Core MSCI EAFE ETF position peaked at $696K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.