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

Finley Financial’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	$1.24M	Hold	12,825	–	–	0.5%	29
2026 Q1	$1.16M	Hold	12,825	–	–	0.54%	28
2025 Q4	$1.15M	Sell	12,825 -100	-0.8%	-$8.84K	0.53%	28
2025 Q3	$1.13M	Sell	12,925 -200	-2%	-$17K	0.52%	27
2025 Q2	$1.1M	Buy	13,125 +180	+1%	+$14.3K	0.55%	28
2025 Q1	$1.02M	Sell	12,945 -65	-0.5%	-$4.86K	0.57%	29
2024 Q4	$919K	Buy	+13,010	New	+$960K	0.48%	34

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Finley Financial's IEFA Position: Q2 2026 in Review

Finley Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 12,825 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #29.

Finley Financial first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Finley Financial held 12,825 shares of iShares Core MSCI EAFE ETF worth $1.24M as of Q2 2026.
Finley Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.5% of Finley Financial's portfolio in Q2 2026, its #29 holding.
Finley Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.