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

Financial Management Professionals’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	$513K	Buy	5,315 +481	+10%	+$46.2K	0.05%	118
2026 Q1	$438K	Sell	4,834 -62	-1%	-$5.79K	0.05%	113
2025 Q4	$438K	Sell	4,896 -335	-6%	-$29.6K	0.05%	107
2025 Q3	$457K	Sell	5,231 -123	-2%	-$10.5K	0.05%	105
2025 Q2	$447K	Sell	5,354 -59	-1%	-$4.68K	0.05%	100
2025 Q1	$409K	Sell	5,413 -560	-9%	-$41.9K	0.05%	104
2024 Q4	$420K	Sell	5,973 -134	-2%	-$9.89K	0.05%	105
2024 Q3	$477K	Buy	6,107 +220	+4%	+$16.5K	0.06%	91
2024 Q2	$428K	Sell	5,887 -1,126	-16%	-$82.9K	0.06%	92
2024 Q1	$521K	Buy	7,013 +2,588	+58%	+$184K	0.08%	86
2023 Q4	$311K	Sell	4,425 -179	-4%	-$11.8K	0.05%	94
2023 Q3	$296K	Buy	4,604 +683	+17%	+$45.7K	0.05%	91
2023 Q2	$265K	Buy	3,921 +51	+1%	+$3.46K	0.04%	105
2023 Q1	$259K	Buy	3,870 +103	+3%	+$6.75K	0.05%	106
2022 Q4	$232K	Buy	3,767 +352	+10%	+$20.7K	0.05%	100
2022 Q3	$180K	Sell	3,415 -807	-19%	-$47.5K	0.04%	107
2022 Q2	$248K	Buy	4,222 +1,549	+58%	+$99.4K	0.06%	90
2022 Q1	$186K	Buy	2,673 +1,232	+85%	+$87.1K	0.04%	107
2021 Q4	$108K	Buy	+1,441	New	+$108K	0.02%	161
2016 Q3	–	Sell	-1,045	Closed	-$54K	–	357
2016 Q2	$54K	Buy	+1,045	New	+$55.9K	0.03%	84

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

Financial Management Professionals's IEFA Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, buying an estimated $46.2K and bringing the position to 5,315 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #118.

Financial Management Professionals first reported a position in IEFA in Q2 2016 and has held it in 20 quarters since. The position peaked at $521K in Q1 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Financial Management Professionals held 5,315 shares of iShares Core MSCI EAFE ETF worth $513K as of Q2 2026.
Financial Management Professionals bought 481 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $46.2K.
iShares Core MSCI EAFE ETF made up 0.05% of Financial Management Professionals's portfolio in Q2 2026, its #118 holding.
Financial Management Professionals first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 20 quarters since.
Financial Management Professionals's iShares Core MSCI EAFE ETF position peaked at $521K in Q1 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.