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Everpar Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Everpar Advisors’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 		$235K Sell
2,434
-1,011
-29% -$97.1K 0.07% 263
2026
Q1 		$312K Sell
3,445
-1,393
-29% -$130K 0.11% 200
2025
Q4 		$433K Buy
+4,838
New +$428K 0.16% 143
2024
Q1 		– Sell
-3,497
Closed -$246K – 253
2023
Q4 		$246K Buy
+3,497
New +$230K 0.11% 243

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

Everpar Advisors's IEFA Position: Q2 2026 in Review

Everpar Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 29% in Q2 2026, selling an estimated $97.1K and leaving 2,434 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #263.

Everpar Advisors first reported a position in IEFA in Q4 2023 and has held it in 4 quarters since. The position peaked at $433K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Everpar Advisors held 2,434 shares of iShares Core MSCI EAFE ETF worth $235K as of Q2 2026.
  • Everpar Advisors sold 1,011 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $97.1K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #263 holding.
  • Everpar Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 4 quarters since.
  • Everpar Advisors's iShares Core MSCI EAFE ETF position peaked at $433K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.