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

Financial Synergies Wealth 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	$6.5M	Buy	67,285 +751	+1%	+$72.1K	0.55%	28
2026 Q1	$6.02M	Sell	66,534 -514	-0.8%	-$48K	0.57%	25
2025 Q4	$6M	Buy	67,048 +136	+0.2%	+$12K	0.58%	24
2025 Q3	$5.84M	Sell	66,912 -1,397	-2%	-$119K	0.59%	21
2025 Q2	$5.7M	Buy	68,309 +14	+0%	+$1.11K	0.62%	21
2025 Q1	$5.17M	Sell	68,295 -403	-0.6%	-$30.1K	0.63%	23
2024 Q4	$4.83M	Buy	68,698 +2,379	+4%	+$176K	0.6%	23
2024 Q3	$5.18M	Sell	66,319 -1,099	-2%	-$82.3K	0.64%	22
2024 Q2	$4.9M	Sell	67,418 -1,432	-2%	-$105K	0.66%	22
2024 Q1	$5.11M	Sell	68,850 -3,720	-5%	-$265K	0.67%	23
2023 Q4	$4.47M	Buy	72,570 +2,134	+3%	+$141K	0.69%	22
2023 Q3	$4.53M	Sell	70,436 -276	-0.4%	-$18.5K	0.65%	23
2023 Q2	$4.77M	Sell	70,712 -100	-0.1%	-$6.78K	0.67%	21
2023 Q1	$4.73M	Sell	70,812 -1,758	-2%	-$115K	0.69%	21
2022 Q4	$4.47M	Buy	72,570 +53,838	+287%	+$3.17M	0.69%	22
2022 Q3	$987K	Sell	18,732 -10,713	-36%	-$630K	0.17%	40
2022 Q2	$1.73M	Buy	+29,445	New	+$1.89M	0.28%	29
2020 Q4	–	Sell	-3,654	Closed	-$220K	–	60
2020 Q3	$220K	Sell	3,654 -2,437	-40%	-$147K	0.06%	59
2020 Q2	$348K	Buy	+6,091	New	+$330K	0.12%	39

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 Synergies Wealth Advisors's IEFA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $72.1K and bringing the position to 67,285 shares worth $6.5M. The position accounts for 0.55% of the portfolio, ranked #28.

Financial Synergies Wealth Advisors first reported a position in IEFA in Q2 2020 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Financial Synergies Wealth Advisors held 67,285 shares of iShares Core MSCI EAFE ETF worth $6.5M as of Q2 2026.
Financial Synergies Wealth Advisors bought 751 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $72.1K.
iShares Core MSCI EAFE ETF made up 0.55% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 19 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.