EFM
IEFA icon

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

Eley Financial Management’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 		$5.32M Buy
55,126
+519
+1% +$49.9K 1.72% 20
2026
Q1 		$4.94M Buy
54,607
+1,475
+3% +$138K 1.78% 23
2025
Q4 		$4.75M Buy
53,132
+1,564
+3% +$138K 1.71% 20
2025
Q3 		$4.5M Buy
51,568
+249
+0.5% +$21.2K 1.62% 23
2025
Q2 		$4.28M Buy
51,319
+1,306
+3% +$104K 1.64% 22
2025
Q1 		$3.79M Buy
50,013
+589
+1% +$44K 1.52% 27
2024
Q4 		$3.47M Buy
49,424
+116
+0.2% +$8.56K 1.35% 27
2024
Q3 		$3.85M Sell
49,308
-734
-1% -$54.9K 1.55% 24
2024
Q2 		$3.64M Sell
50,042
-129
-0.3% -$9.49K 1.54% 24
2024
Q1 		$3.72M Sell
50,171
-235
-0.5% -$16.7K 1.6% 25
2023
Q4 		$3.55M Buy
50,406
+978
+2% +$64.5K 1.66% 22
2023
Q3 		$3.19M Buy
49,428
+112
+0.2% +$7.5K 1.63% 21
2023
Q2 		$3.33M Buy
49,316
+956
+2% +$64.8K 1.62% 18
2023
Q1 		$3.23M Sell
48,360
-266
-0.5% -$17.4K 1.67% 18
2022
Q4 		$3M Buy
+48,626
New +$2.86M 1.61% 20

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

Eley Financial Management's IEFA Position: Q2 2026 in Review

Eley Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.95% in Q2 2026, buying an estimated $49.9K and bringing the position to 55,126 shares worth $5.32M. The position accounts for 1.72% of the portfolio, ranked #20.

Eley Financial Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Eley Financial Management held 55,126 shares of iShares Core MSCI EAFE ETF worth $5.32M as of Q2 2026.
  • Eley Financial Management bought 519 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $49.9K.
  • iShares Core MSCI EAFE ETF made up 1.72% of Eley Financial Management's portfolio in Q2 2026, its #20 holding.
  • Eley Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.