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

Ethos 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
Q2 		– Sell
-7,915
Closed -$706K – 663
2026
Q1 		$706K Buy
7,915
+3,903
+97% +$364K 0.05% 256
2025
Q4 		$359K Buy
4,012
+35
+0.9% +$3.1K 0.03% 355
2025
Q3 		$347K Sell
3,977
-3,886
-49% -$330K 0.03% 336
2025
Q2 		$656K Sell
7,863
-2,605
-25% -$207K 0.06% 225
2025
Q1 		$746K Buy
10,468
+1,985
+23% +$148K 0.07% 180
2024
Q4 		$596K Sell
8,483
-248
-3% -$18.3K 0.08% 142
2024
Q3 		$681K Buy
8,731
+203
+2% +$15.2K 0.11% 107
2024
Q2 		$619K Buy
8,528
+310
+4% +$22.8K 0.11% 111
2024
Q1 		$610K Buy
8,218
+2,758
+51% +$196K 0.12% 122
2023
Q4 		$384K Buy
5,460
+319
+6% +$21K 0.08% 165
2023
Q3 		$331K Buy
+5,141
New +$344K 0.09% 124

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

Ethos Financial Group's IEFA Position: Q2 2026 in Review

Ethos Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 7,915 shares — an estimated $706K sold.

Ethos Financial Group first reported a position in IEFA in Q3 2023 and held it in 11 quarters. The position peaked at $746K in Q1 2025. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Ethos Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 7,915 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $706K.
  • Ethos Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and held it in 11 quarters.
  • Ethos Financial Group's iShares Core MSCI EAFE ETF position peaked at $746K in Q1 2025.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.