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

FORM 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 		$109M Sell
1,125,655
-211,847
-16% -$20.3M 11.96% 3
2026
Q1 		$121M Sell
1,337,502
-61,938
-4% -$5.78M 14.19% 3
2025
Q4 		$125M Buy
+1,399,440
New +$124M 14.66% 3
2025
Q2 		$121M Sell
1,450,162
-149,855
-9% -$11.9M 14.65% 3
2025
Q1 		$121M Buy
+1,600,017
New +$120M 16.45% 2

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FORM Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, selling an estimated $20.3M and leaving 1,125,655 shares worth $109M. The position accounts for 11.96% of the portfolio, ranked #3.

FORM Wealth Advisors first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $125M in Q4 2025. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • FORM Wealth Advisors held 1,125,655 shares of iShares Core MSCI EAFE ETF worth $109M as of Q2 2026.
  • FORM Wealth Advisors sold 211,847 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $20.3M.
  • iShares Core MSCI EAFE ETF made up 11.96% of FORM Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • FORM Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $125M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.