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Founders Financial Alliance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Founders Financial Alliance’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 		$1.25M Buy
12,948
+126
+1% +$12.1K 0.17% 124
2026
Q1 		$1.16M Buy
12,822
+4,236
+49% +$395K 0.21% 107
2025
Q4 		$768K Buy
8,586
+118
+1% +$10.4K 0.15% 140
2025
Q3 		$739K Buy
8,468
+83
+1% +$7.05K 0.14% 146
2025
Q2 		$700K Buy
8,385
+317
+4% +$25.2K 0.16% 135
2025
Q1 		$610K Buy
8,068
+707
+10% +$52.9K 0.15% 143
2024
Q4 		$517K Sell
7,361
-9
-0.1% -$664 0.14% 141
2024
Q3 		$575K Hold
7,370
– – 0.16% 125
2024
Q2 		$535K Sell
7,370
-92
-1% -$6.77K 0.16% 126
2024
Q1 		$554K Buy
7,462
+808
+12% +$57.5K 0.17% 122
2023
Q4 		$468K Sell
6,654
-216
-3% -$14.2K 0.18% 110
2023
Q3 		$442K Sell
6,870
-488
-7% -$32.7K 0.19% 109
2023
Q2 		$497K Buy
7,358
+797
+12% +$54K 0.2% 109
2023
Q1 		$443K Sell
6,561
-1,369
-17% -$89.7K 0.22% 110
2022
Q4 		$489K Buy
7,930
+95
+1% +$5.59K 0.22% 106
2022
Q3 		$413K Sell
7,835
-1,086
-12% -$63.9K 0.21% 110
2022
Q2 		$525K Sell
8,921
-2,309
-21% -$148K 0.27% 89
2022
Q1 		$781K Sell
11,230
-1,536
-12% -$109K 0.35% 69
2021
Q4 		$953K Sell
12,766
-435
-3% -$32.7K 0.38% 66
2021
Q3 		$980K Sell
13,201
-272
-2% -$20.7K 0.46% 56
2021
Q2 		$1.01M Buy
13,473
+1,476
+12% +$111K 0.46% 52
2021
Q1 		$894K Buy
11,997
+196
+2% +$14K 0.44% 54
2020
Q4 		$814K Buy
11,801
+730
+7% +$47.2K 0.46% 52
2020
Q3 		$674K Buy
+11,071
New +$668K 0.4% 51

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

Founders Financial Alliance's IEFA Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.98% in Q2 2026, buying an estimated $12.1K and bringing the position to 12,948 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #124.

Founders Financial Alliance first reported a position in IEFA in Q3 2020 and has held it in 24 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Founders Financial Alliance held 12,948 shares of iShares Core MSCI EAFE ETF worth $1.25M as of Q2 2026.
  • Founders Financial Alliance bought 126 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Core MSCI EAFE ETF made up 0.17% of Founders Financial Alliance's portfolio in Q2 2026, its #124 holding.
  • Founders Financial Alliance first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.