First National Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First National Advisers’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	$250K	Hold	2,590	–	–	0.04%	236
2026 Q1	$234K	Hold	2,590	–	–	0.03%	231
2025 Q4	$232K	Hold	2,590	–	–	0.03%	224
2025 Q3	$226K	Hold	2,590	–	–	0.03%	218
2025 Q2	$216K	Buy	+2,590	New	+$206K	0.03%	212
2024 Q4	–	Sell	-2,900	Closed	-$226K	–	200
2024 Q3	$226K	Buy	+2,900	New	+$217K	0.04%	210

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First National Advisers's IEFA Position: Q2 2026 in Review

First National Advisers held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,590 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #236.

First National Advisers first reported a position in IEFA in Q3 2024 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

First National Advisers held 2,590 shares of iShares Core MSCI EAFE ETF worth $250K as of Q2 2026.
First National Advisers left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.04% of First National Advisers's portfolio in Q2 2026, its #236 holding.
First National Advisers first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
635 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.