Empower Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Empower Advisory 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 Q2	$3.47M	Buy	35,909 +1,764	+5%	+$169K	0.01%	203
2026 Q1	$3.09M	Buy	34,145 +496	+1%	+$46.3K	0.01%	194
2025 Q4	$3.01M	Buy	33,649 +3,296	+11%	+$291K	0.01%	201
2025 Q3	$2.65M	Sell	30,353 -194	-0.6%	-$16.5K	0.01%	204
2025 Q2	$2.55M	Buy	30,547 +1,771	+6%	+$141K	0.01%	201
2025 Q1	$2.18M	Sell	28,776 -15,382	-35%	-$1.15M	0.01%	203
2024 Q4	$3.1M	Sell	44,158 -4,217	-9%	-$311K	0.01%	191
2024 Q3	$3.78M	Buy	48,375 +4,865	+11%	+$364K	0.01%	183
2024 Q2	$3.16M	Sell	43,510 -1,836	-4%	-$135K	0.01%	189
2024 Q1	$3.37M	Sell	45,346 -643,208	-93%	-$45.8M	0.01%	189
2023 Q4	$48.4M	Buy	688,554 +642,256	+1,387%	+$42.3M	0.19%	109
2023 Q3	$2.98M	Buy	46,298 +358	+0.8%	+$24K	0.01%	192
2023 Q2	$3.1M	Sell	45,940 -1,321	-3%	-$89.6K	0.01%	199
2023 Q1	$3.19M	Buy	+47,261	New	+$3.1M	0.01%	199

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

Empower Advisory Group's IEFA Position: Q2 2026 in Review

Empower Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q2 2026, buying an estimated $169K and bringing the position to 35,909 shares worth $3.47M. The position accounts for 0.01% of the portfolio, ranked #203.

Empower Advisory Group first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $48.4M in Q4 2023. 2,457 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Empower Advisory Group held 35,909 shares of iShares Core MSCI EAFE ETF worth $3.47M as of Q2 2026.
Empower Advisory Group bought 1,764 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $169K.
iShares Core MSCI EAFE ETF made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #203 holding.
Empower Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares Core MSCI EAFE ETF position peaked at $48.4M in Q4 2023.
2,457 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.