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

Fiducient 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	$6.49M	Sell	67,204 -56,001	-45%	-$5.38M	0.93%	24
2026 Q1	$11.2M	Sell	123,205 -95,093	-44%	-$8.88M	1.46%	18
2025 Q4	$19.5M	Buy	218,298 +102,104	+88%	+$9.03M	2.42%	12
2025 Q3	$10.1M	Sell	116,194 -1,113	-0.9%	-$94.6K	1.19%	21
2025 Q2	$9.79M	Buy	117,307 +55,932	+91%	+$4.44M	1.2%	21
2025 Q1	$4.64M	Sell	61,375 -8,488	-12%	-$635K	0.58%	26
2024 Q4	$4.91M	Buy	69,863 +3,590	+5%	+$265K	0.61%	29
2024 Q3	$5.17M	Buy	66,273 +2,572	+4%	+$193K	0.6%	31
2024 Q2	$4.63M	Buy	63,701 +56,183	+747%	+$4.13M	0.64%	25
2024 Q1	$558K	Hold	7,518	–	–	0.11%	80
2023 Q4	$529K	Sell	7,518 -248	-3%	-$16.3K	0.1%	72
2023 Q3	$500K	Buy	+7,766	New	+$520K	0.03%	68
2021 Q2	–	Sell	-10,861	Closed	-$783K	–	83
2021 Q1	$783K	Buy	+10,861	New	+$776K	0.25%	34

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

Fiducient Advisors's IEFA Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 45% in Q2 2026, selling an estimated $5.38M and leaving 67,204 shares worth $6.49M. The position accounts for 0.93% of the portfolio, ranked #24.

Fiducient Advisors first reported a position in IEFA in Q1 2021 and has held it in 13 quarters since. The position peaked at $19.5M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fiducient Advisors held 67,204 shares of iShares Core MSCI EAFE ETF worth $6.49M as of Q2 2026.
Fiducient Advisors sold 56,001 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.38M.
iShares Core MSCI EAFE ETF made up 0.93% of Fiducient Advisors's portfolio in Q2 2026, its #24 holding.
Fiducient Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 13 quarters since.
Fiducient Advisors's iShares Core MSCI EAFE ETF position peaked at $19.5M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.