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

Farrow Financial’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	$408K	Buy	4,225 +109	+3%	+$10.5K	0.22%	46
2026 Q1	$373K	Sell	4,116 -71	-2%	-$6.63K	0.21%	47
2025 Q4	$375K	Buy	4,187 +173	+4%	+$15.3K	0.22%	47
2025 Q3	$350K	Buy	4,014 +42	+1%	+$3.57K	0.2%	47
2025 Q2	$332K	Sell	3,972 -92	-2%	-$7.3K	0.2%	48
2025 Q1	$307K	Sell	4,064 -1,619	-28%	-$121K	0.21%	47
2024 Q4	$400K	Sell	5,683 -57,225	-91%	-$4.22M	0.26%	44
2024 Q3	$4.91M	Buy	62,908 +1,943	+3%	+$145K	3.09%	8
2024 Q2	$4.43M	Buy	60,965 +503	+0.8%	+$37K	3.02%	8
2024 Q1	$4.49M	Buy	60,462 +1,651	+3%	+$118K	3.15%	7
2023 Q4	$4.14M	Buy	+58,811	New	+$3.88M	3.11%	6

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farrow Financial's IEFA Position: Q2 2026 in Review

Farrow Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,225 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #46.

Farrow Financial first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.91M in Q3 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Farrow Financial held 4,225 shares of iShares Core MSCI EAFE ETF worth $408K as of Q2 2026.
Farrow Financial bought 109 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
iShares Core MSCI EAFE ETF made up 0.22% of Farrow Financial's portfolio in Q2 2026, its #46 holding.
Farrow Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Farrow Financial's iShares Core MSCI EAFE ETF position peaked at $4.91M in Q3 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.