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

Financial Sense 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	–	Sell	-2,733	Closed	-$247K	–	146
2026 Q1	$247K	Buy	2,733 +24	+0.9%	+$2.24K	0.05%	130
2025 Q4	$242K	Buy	2,709 +156	+6%	+$13.8K	0.04%	136
2025 Q3	$223K	Sell	2,553 -1,136	-31%	-$96.5K	0.04%	147
2025 Q2	$308K	Buy	3,689 +594	+19%	+$47.1K	0.07%	117
2025 Q1	$234K	Sell	3,095 -374	-11%	-$28K	0.07%	106
2024 Q4	$244K	Sell	3,469 -5,551	-62%	-$410K	0.08%	97
2024 Q3	$704K	Sell	9,020 -707	-7%	-$52.9K	0.19%	74
2024 Q2	$707K	Buy	9,727 +1,302	+15%	+$95.8K	0.22%	75
2024 Q1	$625K	Buy	8,425 +3,293	+64%	+$234K	0.21%	79
2023 Q4	$361K	Buy	+5,132	New	+$338K	0.13%	87

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 Sense Advisors's IEFA Position: Q2 2026 in Review

Financial Sense Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 2,733 shares — an estimated $247K sold.

Financial Sense Advisors first reported a position in IEFA in Q4 2023 and held it in 10 quarters. The position peaked at $707K in Q2 2024. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Financial Sense Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Financial Sense Advisors sold 2,733 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
Financial Sense Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 10 quarters.
Financial Sense Advisors's iShares Core MSCI EAFE ETF position peaked at $707K in Q2 2024.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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