FA
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Fiduciary Alliance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fiduciary Alliance’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 		$2.93M Sell
30,368
-1,416
-4% -$136K 0.2% 134
2026
Q1 		$3.06M Buy
31,784
+1,536
+5% +$143K 0.19% 129
2025
Q4 		$2.71M Buy
30,248
+779
+3% +$68.9K 0.18% 133
2025
Q3 		$2.57M Buy
29,469
+1,681
+6% +$143K 0.17% 126
2025
Q2 		$2.32M Buy
27,788
+20,587
+286% +$1.63M 0.17% 127
2025
Q1 		$545K Buy
7,201
+3,445
+92% +$258K 0.05% 240
2024
Q4 		$264K Buy
3,756
+373
+11% +$27.5K 0.03% 305
2024
Q3 		$264K Sell
3,383
-232
-6% -$17.4K 0.04% 213
2024
Q2 		$264K Sell
3,615
-32
-0.9% -$2.35K 0.04% 178
2024
Q1 		$269K Sell
3,647
-318
-8% -$22.6K 0.05% 161
2023
Q4 		$279K Sell
3,965
-78
-2% -$5.14K 0.05% 151
2023
Q3 		$260K Sell
4,043
-321
-7% -$21.5K 0.06% 147
2023
Q2 		$295K Buy
4,364
+1,168
+37% +$79.2K 0.06% 132
2023
Q1 		$214K Hold
3,196
– – 0.05% 126
2022
Q4 		$197K Buy
+3,196
New +$188K 0.05% 127

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

Fiduciary Alliance's IEFA Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, selling an estimated $136K and leaving 30,368 shares worth $2.93M. The position accounts for 0.2% of the portfolio, ranked #134.

Fiduciary Alliance first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.06M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Fiduciary Alliance held 30,368 shares of iShares Core MSCI EAFE ETF worth $2.93M as of Q2 2026.
  • Fiduciary Alliance sold 1,416 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $136K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Fiduciary Alliance's portfolio in Q2 2026, its #134 holding.
  • Fiduciary Alliance first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's iShares Core MSCI EAFE ETF position peaked at $3.06M in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.