Forum Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Forum Financial 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	$593K	Sell	6,139 -375	-6%	-$36K	0.01%	188
2026 Q1	$590K	Buy	6,514 +837	+15%	+$78.1K	0.01%	181
2025 Q4	$508K	Sell	5,677 -322	-5%	-$28.5K	0.01%	464
2025 Q3	$524K	Sell	5,999 -75	-1%	-$6.37K	0.01%	440
2025 Q2	$507K	Sell	6,074 -4,081	-40%	-$324K	0.01%	402
2025 Q1	$768K	Buy	10,155 +399	+4%	+$29.8K	0.01%	252
2024 Q4	$686K	Buy	9,756 +6,482	+198%	+$478K	0.01%	289
2024 Q3	$256K	Sell	3,274 -527	-14%	-$39.5K	﹤0.01%	597
2024 Q2	$276K	Buy	3,801 +303	+9%	+$22.3K	0.01%	516
2024 Q1	$260K	Buy	3,498 +42	+1%	+$2.99K	﹤0.01%	567
2023 Q4	$243K	Buy	+3,456	New	+$228K	﹤0.01%	554
2023 Q2	–	Sell	-3,592	Closed	-$240K	–	669
2023 Q1	$240K	Buy	+3,592	New	+$235K	0.01%	478
2022 Q1	–	Sell	-2,882	Closed	-$215K	–	641
2021 Q4	$215K	Buy	+2,882	New	+$217K	0.01%	584

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

Forum Financial Management's IEFA Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, selling an estimated $36K and leaving 6,139 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #188.

Forum Financial Management first reported a position in IEFA in Q4 2021 and has held it in 13 quarters since. The position peaked at $768K in Q1 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Forum Financial Management held 6,139 shares of iShares Core MSCI EAFE ETF worth $593K as of Q2 2026.
Forum Financial Management sold 375 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $36K.
iShares Core MSCI EAFE ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #188 holding.
Forum Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
Forum Financial Management's iShares Core MSCI EAFE ETF position peaked at $768K in Q1 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.