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

Formidable 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
2026 Q2	$306K	Sell	3,382 -111	-3%	-$10.7K	0.05%	317
2026 Q1	$313K	Buy	3,493 +2	+0.1%	+$187	0.05%	312
2025 Q4	$305K	Hold	3,491	–	–	0.04%	333
2025 Q3	$291K	Buy	3,491 +314	+10%	+$26.7K	0.05%	326
2025 Q2	$240K	Hold	3,177	–	–	0.04%	342
2025 Q1	$240K	Sell	3,177 -386	-11%	-$28.9K	0.04%	342
2024 Q4	$250K	Buy	3,563 +8	+0.2%	+$590	0.04%	325
2024 Q3	$277K	Sell	3,555 -2,562	-42%	-$192K	0.04%	306
2024 Q2	$444K	Buy	6,117 +2,321	+61%	+$171K	0.07%	248
2024 Q1	$282K	Buy	3,796 +259	+7%	+$18.4K	0.05%	285
2023 Q4	$249K	Buy	3,537 +7	+0.2%	+$461	0.05%	232
2023 Q3	$227K	Sell	3,530 -644	-15%	-$43.1K	0.05%	249
2023 Q2	$282K	Buy	4,174 +765	+22%	+$51.9K	0.06%	223
2023 Q1	$229K	Hold	3,409	–	–	0.05%	258
2022 Q4	$210K	Buy	+3,409	New	+$201K	0.05%	273
2022 Q3	–	Sell	-3,407	Closed	-$200K	–	311
2022 Q2	$200K	Sell	3,407 -122	-3%	-$7.83K	0.05%	276
2022 Q1	$245K	Buy	3,529 +1	+0%	+$71	0.05%	277
2021 Q4	$266K	Buy	3,528 +6	+0.2%	+$451	0.05%	261
2021 Q3	$262K	Sell	3,522 -2,490	-41%	-$189K	0.05%	285
2021 Q2	$446K	Buy	6,012 +2,229	+59%	+$168K	0.1%	189
2021 Q1	$276K	Sell	3,783 -499	-12%	-$35.7K	0.06%	225
2020 Q4	$297K	Buy	4,282 +9	+0.2%	+$582	0.07%	213
2020 Q3	$259K	Sell	4,273 -348	-8%	-$21K	0.08%	197
2020 Q2	$272K	Buy	+4,621	New	+$250K	0.08%	189
2020 Q1	–	Sell	-3,317	Closed	-$218K	–	245
2019 Q4	$218K	Buy	3,317 +98	+3%	+$6.22K	0.07%	197
2019 Q3	$200K	Buy	+3,219	New	+$194K	0.19%	96
2017 Q4	–	Sell	-9,216	Closed	-$591K	–	151
2017 Q3	$591K	Buy	9,216 +5,504	+148%	+$344K	0.25%	94
2017 Q2	$226K	Hold	3,712	–	–	0.11%	151
2017 Q1	$225K	Sell	3,712 -190	-5%	-$10.7K	0.1%	166
2016 Q4	$209K	Hold	3,902	–	–	0.11%	156
2016 Q3	$215K	Buy	+3,902	New	+$211K	0.11%	152

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Formidable Asset Management's IEFA Position: Q2 2026 in Review

Formidable Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, selling an estimated $10.7K and leaving 3,382 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #317.

Formidable Asset Management first reported a position in IEFA in Q3 2016 and has held it in 31 quarters since. The position peaked at $591K in Q3 2017. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Formidable Asset Management held 3,382 shares of iShares Core MSCI EAFE ETF worth $306K as of Q2 2026.
Formidable Asset Management sold 111 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.7K.
iShares Core MSCI EAFE ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #317 holding.
Formidable Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 31 quarters since.
Formidable Asset Management's iShares Core MSCI EAFE ETF position peaked at $591K in Q3 2017.
561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.