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

Flagship 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	$64.1K	Buy	664 +556	+515%	+$53.4K	0.01%	249
2026 Q1	$9.02K	Buy	+108	New	+$10.1K	﹤0.01%	291
2025 Q4	–	Sell	-108	Closed	-$9.43K	–	409
2025 Q3	$9.43K	Hold	108	–	–	﹤0.01%	335
2025 Q2	$9.02K	Hold	108	–	–	﹤0.01%	306
2025 Q1	$8.17K	Sell	108 -566	-84%	-$42.3K	﹤0.01%	308
2024 Q4	$47.4K	Buy	+674	New	+$49.7K	0.03%	196

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

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

Flagship Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 515% in Q2 2026, buying an estimated $53.4K and bringing the position to 664 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #249.

Flagship Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Flagship Wealth Advisors held 664 shares of iShares Core MSCI EAFE ETF worth $64.1K as of Q2 2026.
Flagship Wealth Advisors bought 556 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $53.4K.
iShares Core MSCI EAFE ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #249 holding.
Flagship Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.