First Heartland Consultants’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First Heartland Consultants’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	$511K	Buy	5,295 +453	+9%	+$43.5K	0.03%	322
2026 Q1	$438K	Buy	4,842 +1,265	+35%	+$118K	0.03%	310
2025 Q4	$320K	Buy	3,577 +87	+2%	+$7.69K	0.02%	406
2025 Q3	$305K	Sell	3,490 -4,689	-57%	-$398K	0.02%	401
2025 Q2	$265K	Buy	8,179 +4,853	+146%	+$385K	0.02%	416
2025 Q1	$252K	Buy	+3,326	New	+$249K	0.03%	379
2024 Q4	–	Sell	-2,702	Closed	-$211K	–	473
2024 Q3	$211K	Buy	+2,702	New	+$202K	0.02%	428
2023 Q3	–	Sell	-3,064	Closed	-$207K	–	391
2023 Q2	$207K	Sell	3,064 -1,265	-29%	-$85.8K	0.03%	356
2023 Q1	$289K	Sell	4,329 -42	-1%	-$2.75K	0.04%	279
2022 Q4	$269K	Sell	4,371 -678	-13%	-$39.9K	0.04%	296
2022 Q3	$265	Buy	5,049 +843	+20%	+$49.6K	0.02%	281
2022 Q2	$247K	Buy	4,206 +749	+22%	+$48.1K	0.04%	291
2022 Q1	$240K	Sell	3,457 -10	-0.3%	-$707	0.04%	302
2021 Q4	$258	Sell	3,467 -222	-6%	-$16.7K	0.01%	307
2021 Q3	$274K	Sell	3,689 -3,631	-50%	-$276K	0.04%	298
2021 Q2	$548K	Buy	7,320 +299	+4%	+$22.6K	0.08%	202
2021 Q1	$506K	Sell	7,021 -2,016	-22%	-$144K	0.08%	202
2020 Q4	$624K	Sell	9,037 -1,354	-13%	-$87.6K	0.1%	145
2020 Q3	$626K	Sell	10,391 -596	-5%	-$35.9K	0.12%	129
2020 Q2	$628K	Sell	10,987 -4,263	-28%	-$231K	0.12%	132
2020 Q1	$761K	Buy	15,250 +1,182	+8%	+$70.3K	0.2%	103
2019 Q4	$918K	Buy	14,068 +3,170	+29%	+$201K	0.18%	119
2019 Q3	$666K	Buy	10,898 +3,783	+53%	+$228K	0.14%	136
2019 Q2	$437K	Buy	7,115 +3,190	+81%	+$195K	0.11%	170
2019 Q1	$239K	Buy	3,925 +262	+7%	+$15.5K	0.07%	237
2018 Q4	$201K	Buy	3,663 +58	+2%	+$3.4K	0.08%	235
2018 Q3	$231K	Buy	+3,605	New	+$230K	0.07%	225

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

First Heartland Consultants's IEFA Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q2 2026, buying an estimated $43.5K and bringing the position to 5,295 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #322.

First Heartland Consultants first reported a position in IEFA in Q3 2018 and has held it in 27 quarters since. The position peaked at $918K in Q4 2019. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

First Heartland Consultants held 5,295 shares of iShares Core MSCI EAFE ETF worth $511K as of Q2 2026.
First Heartland Consultants bought 453 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $43.5K.
iShares Core MSCI EAFE ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #322 holding.
First Heartland Consultants first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 27 quarters since.
First Heartland Consultants's iShares Core MSCI EAFE ETF position peaked at $918K in Q4 2019.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.