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Fi3 Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fi3 Financial 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 		$282K Sell
1,459
-43,048
-97% -$4.13M 0.07% 174
2026
Q1 		$4.03M Sell
44,507
-9,725
-18% -$908K 1.16% 16
2025
Q4 		$4.85M Buy
54,232
+8,590
+19% +$760K 1.48% 14
2025
Q3 		$3.98M Sell
45,642
-378
-0.8% -$32.1K 1.35% 14
2025
Q2 		$3.84M Sell
46,020
-4,488
-9% -$356K 1.39% 15
2025
Q1 		$3.82M Sell
50,508
-7,868
-13% -$588K 1.55% 12
2024
Q4 		$4.1M Buy
58,376
+23,938
+70% +$1.77M 1.54% 16
2024
Q3 		$2.69M Sell
34,438
-901
-3% -$67.4K 1.07% 16
2024
Q2 		$2.57M Sell
35,339
-316
-0.9% -$23.3K 1.13% 16
2024
Q1 		$2.62M Sell
35,655
-7,640
-18% -$544K 1.2% 15
2023
Q4 		$3.05M Buy
43,295
+11,399
+36% +$751K 1.45% 14
2023
Q3 		$2.05M Buy
31,896
+802
+3% +$53.7K 1.1% 14
2023
Q2 		$2.1M Sell
31,094
-34,143
-52% -$2.32M 1.1% 14
2023
Q1 		$4.36M Sell
65,237
-552
-0.8% -$36.2K 2.33% 11
2022
Q4 		$4.06M Buy
+65,789
New +$3.87M 2.32% 12

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

Fi3 Financial Advisors's IEFA Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 97% in Q2 2026, selling an estimated $4.13M and leaving 1,459 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #174.

Fi3 Financial Advisors first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.85M in Q4 2025. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Fi3 Financial Advisors held 1,459 shares of iShares Core MSCI EAFE ETF worth $282K as of Q2 2026.
  • Fi3 Financial Advisors sold 43,048 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.13M.
  • iShares Core MSCI EAFE ETF made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • Fi3 Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Fi3 Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $4.85M in Q4 2025.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.