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

Everhart 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 		$2.13M Sell
22,101
-196
-0.9% -$18.8K 0.14% 78
2026
Q1 		$2.02M Sell
22,297
-102
-0.5% -$9.52K 0.17% 77
2025
Q4 		$2M Buy
22,399
+56
+0.3% +$4.95K 0.19% 72
2025
Q3 		$1.95M Buy
22,343
+1,161
+5% +$98.6K 0.2% 62
2025
Q2 		$1.77M Sell
21,182
-1,556
-7% -$123K 0.2% 67
2025
Q1 		$1.72M Sell
22,738
-6
-0% -$449 0.24% 56
2024
Q4 		$1.6M Buy
22,744
+834
+4% +$61.5K 0.33% 54
2024
Q3 		$1.71M Buy
21,910
+6,151
+39% +$460K 0.38% 46
2024
Q2 		$1.14M Sell
15,759
-1,458
-8% -$107K 0.3% 62
2024
Q1 		$1.28M Buy
17,217
+965
+6% +$68.7K 0.37% 49
2023
Q4 		$1.14M Sell
16,252
-1,450
-8% -$95.6K 0.41% 51
2023
Q3 		$1.14M Sell
17,702
-316
-2% -$21.2K 0.48% 44
2023
Q2 		$1.22M Sell
18,018
-920
-5% -$62.4K 0.5% 42
2023
Q1 		$1.27M Sell
18,938
-1,372
-7% -$89.9K 0.57% 36
2022
Q4 		$1.25M Buy
20,310
+4,494
+28% +$264K 0.63% 34
2022
Q3 		$833K Sell
15,816
-3,711
-19% -$218K 0.46% 40
2022
Q2 		$1.15M Buy
19,527
+666
+4% +$42.7K 0.7% 31
2022
Q1 		$1.31M Buy
18,861
+759
+4% +$53.7K 0.76% 33
2021
Q4 		$1.35M Sell
18,102
-3,135
-15% -$236K 0.82% 29
2021
Q3 		$1.58M Sell
21,237
-7,928
-27% -$603K 1.08% 24
2021
Q2 		$2.18M Buy
29,165
+13,944
+92% +$1.05M 1.5% 18
2021
Q1 		$1.1M Buy
15,221
+623
+4% +$44.5K 0.96% 27
2020
Q4 		$1.01M Buy
+14,598
New +$944K 0.93% 26

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

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

Everhart Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.88% in Q2 2026, selling an estimated $18.8K and leaving 22,101 shares worth $2.13M. The position accounts for 0.14% of the portfolio, ranked #78.

Everhart Financial Group first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q2 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Everhart Financial Group held 22,101 shares of iShares Core MSCI EAFE ETF worth $2.13M as of Q2 2026.
  • Everhart Financial Group sold 196 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $18.8K.
  • iShares Core MSCI EAFE ETF made up 0.14% of Everhart Financial Group's portfolio in Q2 2026, its #78 holding.
  • Everhart Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's iShares Core MSCI EAFE ETF position peaked at $2.18M in Q2 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.