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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

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

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. 494 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.
  • 494 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.