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Financial & Tax Architects’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial & Tax Architects’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 – 116
2026
Q1 		$247K Buy
+2,733
New +$255K 0.06% 103
2025
Q3 		– Sell
-9,136
Closed -$763K – 112
2025
Q2 		$763K Buy
9,136
+2,205
+32% +$175K 0.19% 64
2025
Q1 		$524K Buy
+6,931
New +$518K 0.13% 85

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 & Tax Architects's IEFA Position: Q2 2026 in Review

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

Financial & Tax Architects first reported a position in IEFA in Q1 2025 and held it in 3 quarters. The position peaked at $763K in Q2 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Financial & Tax Architects reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Financial & Tax Architects sold 2,733 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
  • Financial & Tax Architects first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and held it in 3 quarters.
  • Financial & Tax Architects's iShares Core MSCI EAFE ETF position peaked at $763K in Q2 2025.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.