EFG
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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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 494 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.
  • 494 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.