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

Fermata 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	$893K	Buy	9,242 +394	+4%	+$37.8K	0.18%	116
2026 Q1	$801K	Sell	8,848 -220	-2%	-$20.5K	0.18%	112
2025 Q4	$811K	Buy	9,068 +249	+3%	+$22K	0.19%	104
2025 Q3	$770K	Sell	8,819 -28	-0.3%	-$2.38K	0.2%	99
2025 Q2	$739K	Buy	8,847 +258	+3%	+$20.5K	0.2%	106
2025 Q1	$650K	Sell	8,589 -3	-0%	-$224	0.12%	130
2024 Q4	$604K	Sell	8,592 -1	-0%	-$74	0.11%	126
2024 Q3	$671K	Buy	+8,593	New	+$643K	0.14%	104

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

Fermata Advisors's IEFA Position: Q2 2026 in Review

Fermata Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, buying an estimated $37.8K and bringing the position to 9,242 shares worth $893K. The position accounts for 0.18% of the portfolio, ranked #116.

Fermata Advisors first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fermata Advisors held 9,242 shares of iShares Core MSCI EAFE ETF worth $893K as of Q2 2026.
Fermata Advisors bought 394 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $37.8K.
iShares Core MSCI EAFE ETF made up 0.18% of Fermata Advisors's portfolio in Q2 2026, its #116 holding.
Fermata Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.