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Flaharty Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Flaharty Asset Management’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
2025
Q2 		– Sell
-302
Closed -$22.8K – 281
2025
Q1 		$22.8K Buy
+302
New +$22.6K ﹤0.01% 280
2024
Q4 		– Sell
-302
Closed -$23.6K – 255
2024
Q3 		$23.6K Buy
+302
New +$22.6K ﹤0.01% 267

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Flaharty Asset Management's IEFA Position: Q2 2025 in Review

Flaharty Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 302 shares — an estimated $22.8K sold.

Flaharty Asset Management first reported a position in IEFA in Q3 2024 and held it in 2 quarters. The position peaked at $23.6K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Flaharty Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 302 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $22.8K.
  • Flaharty Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • Flaharty Asset Management's iShares Core MSCI EAFE ETF position peaked at $23.6K in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.