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Foundations Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foundations Investment 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 		$3.24M Buy
33,502
+4,297
+15% +$413K 0.03% 319
2026
Q1 		$2.64M Buy
29,205
+3,643
+14% +$340K 0.03% 314
2025
Q4 		$2.29M Buy
25,562
+2,600
+11% +$230K 0.03% 327
2025
Q3 		$2M Buy
22,962
+1,822
+9% +$155K 0.03% 316
2025
Q2 		$1.76M Buy
21,140
+6,909
+49% +$548K 0.03% 326
2025
Q1 		$1.08M Buy
14,231
+1,215
+9% +$90.9K 0.02% 392
2024
Q4 		$915K Buy
13,016
+1,654
+15% +$122K 0.02% 421
2024
Q3 		$887K Buy
11,362
+3,201
+39% +$240K 0.02% 382
2024
Q2 		$593K Sell
8,161
-419
-5% -$30.8K 0.01% 459
2024
Q1 		$637K Sell
8,580
-1,243
-13% -$88.5K 0.02% 418
2023
Q4 		$693K Buy
9,823
+2,673
+37% +$176K 0.02% 370
2023
Q3 		$460K Sell
7,150
-244
-3% -$16.3K 0.01% 405
2023
Q2 		$499K Buy
7,394
+2,900
+65% +$197K 0.02% 363
2023
Q1 		$300K Sell
4,494
-191
-4% -$12.5K 0.01% 401
2022
Q4 		$289K Buy
4,685
+3
+0.1% +$177 0.01% 349
2022
Q3 		$247K Buy
+4,682
New +$275K 0.01% 346
2021
Q1 		– Sell
-3,434
Closed -$246K – 228
2020
Q4 		$246K Buy
+3,434
New +$222K 0.02% 160
2018
Q4 		– Sell
-30,688
Closed -$1.97M – 115
2018
Q3 		$1.97M Buy
+30,688
New +$1.96M 0.48% 29

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Foundations Investment Advisors's IEFA Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, buying an estimated $413K and bringing the position to 33,502 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #319.

Foundations Investment Advisors first reported a position in IEFA in Q3 2018 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Foundations Investment Advisors held 33,502 shares of iShares Core MSCI EAFE ETF worth $3.24M as of Q2 2026.
  • Foundations Investment Advisors bought 4,297 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $413K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • Foundations Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 18 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.