FP
IEFA icon

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

Financial Perspectives’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 		$857K Buy
8,872
+436
+5% +$41.9K 0.21% 71
2026
Q1 		$764K Buy
8,436
+313
+4% +$29.2K 0.21% 69
2025
Q4 		$727K Buy
8,123
+802
+11% +$70.9K 0.2% 71
2025
Q3 		$639K Buy
7,321
+776
+12% +$65.9K 0.18% 76
2025
Q2 		$546K Buy
6,545
+315
+5% +$25K 0.17% 83
2025
Q1 		$471K Buy
6,230
+94
+2% +$7.03K 0.16% 84
2024
Q4 		$431K Buy
6,136
+561
+10% +$41.4K 0.14% 88
2024
Q3 		$435K Buy
5,575
+514
+10% +$38.5K 0.15% 86
2024
Q2 		$368K Buy
5,061
+827
+20% +$60.9K 0.14% 91
2024
Q1 		$314K Buy
4,234
+819
+24% +$58.3K 0.12% 105
2023
Q4 		$240K Buy
3,415
+20
+0.6% +$1.32K 0.1% 124
2023
Q3 		$218K Buy
3,395
+54
+2% +$3.62K 0.1% 118
2023
Q2 		$226K Buy
3,341
+135
+4% +$9.15K 0.1% 120
2023
Q1 		$214K Sell
3,206
-139
-4% -$9.11K 0.1% 114
2022
Q4 		$206K Sell
3,345
-2
-0.1% -$118 0.11% 116
2022
Q3 		$176K Sell
3,347
-949
-22% -$55.8K 0.1% 127
2022
Q2 		$253K Buy
4,296
+132
+3% +$8.47K 0.14% 96
2022
Q1 		$289K Buy
4,164
+48
+1% +$3.4K 0.14% 100
2021
Q4 		$307K Buy
4,116
+290
+8% +$21.8K 0.15% 94
2021
Q3 		$284K Buy
3,826
+322
+9% +$24.5K 0.14% 99
2021
Q2 		$262K Sell
3,504
-242,891
-99% -$18.3M 0.13% 111
2021
Q1 		$3.42M Buy
246,395
+243,141
+7,472% +$17.4M 0.17% 99
2020
Q4 		$225K Sell
3,254
-243
-7% -$15.7K 0.13% 110
2020
Q3 		$211K Hold
3,497
– – 0.14% 96
2020
Q2 		$200K Buy
3,497
+180
+5% +$9.76K 0.14% 83
2020
Q1 		$165K Buy
3,317
+296
+10% +$17.6K 0.13% 81
2019
Q4 		$197K Buy
+3,021
New +$192K 0.13% 86

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

Financial Perspectives's IEFA Position: Q2 2026 in Review

Financial Perspectives increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q2 2026, buying an estimated $41.9K and bringing the position to 8,872 shares worth $857K. The position accounts for 0.21% of the portfolio, ranked #71.

Financial Perspectives first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.42M in Q1 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Financial Perspectives held 8,872 shares of iShares Core MSCI EAFE ETF worth $857K as of Q2 2026.
  • Financial Perspectives bought 436 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $41.9K.
  • iShares Core MSCI EAFE ETF made up 0.21% of Financial Perspectives's portfolio in Q2 2026, its #71 holding.
  • Financial Perspectives first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's iShares Core MSCI EAFE ETF position peaked at $3.42M in Q1 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.