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

Founders Financial Securities’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 		$14.4M Sell
148,832
-14,568
-9% -$1.4M 0.74% 27
2026
Q1 		$15.5M Buy
163,400
+32,857
+25% +$3.07M 0.88% 19
2025
Q4 		$11.7M Sell
130,543
-34,393
-21% -$3.04M 0.69% 33
2025
Q3 		$14.4M Buy
164,936
+27,417
+20% +$2.33M 0.98% 21
2025
Q2 		$11.5M Sell
137,519
-15,014
-10% -$1.19M 0.87% 26
2025
Q1 		$12M Buy
152,533
+24,402
+19% +$1.82M 1.02% 22
2024
Q4 		$9.01M Sell
128,131
-15,372
-11% -$1.13M 0.81% 32
2024
Q3 		$11.2M Sell
143,503
-38,571
-21% -$2.89M 1.03% 23
2024
Q2 		$13.2M Sell
182,074
-590
-0.3% -$43.4K 1.25% 22
2024
Q1 		$13.6M Sell
182,664
-22,421
-11% -$1.6M 1.42% 14
2023
Q4 		$14.4M Buy
205,085
+3,111
+2% +$205K 1.6% 12
2023
Q3 		$13M Sell
201,974
-2,162
-1% -$145K 1.68% 11
2023
Q2 		$13.8M Buy
204,136
+76,596
+60% +$5.19M 1.82% 11
2023
Q1 		$8.53M Buy
127,540
+37,749
+42% +$2.47M 1.23% 20
2022
Q4 		$5.53M Buy
89,791
+50,667
+130% +$2.98M 0.87% 24
2022
Q3 		$2.06M Sell
39,124
-31,549
-45% -$1.86M 0.36% 62
2022
Q2 		$4.16M Buy
70,673
+2,274
+3% +$146K 0.81% 25
2022
Q1 		$4.75M Buy
68,399
+2,937
+4% +$208K 0.84% 26
2021
Q4 		$4.89M Sell
65,462
-2,003
-3% -$151K 0.88% 23
2021
Q3 		$5.01M Buy
67,465
+2,018
+3% +$154K 1.01% 21
2021
Q2 		$4.9M Buy
65,447
+11,942
+22% +$902K 0.97% 20
2021
Q1 		$3.85M Buy
53,505
+1,967
+4% +$141K 0.89% 23
2020
Q4 		$3.56M Buy
+51,538
New +$3.33M 0.85% 29
2017
Q4 		– Sell
-143,343
Closed -$9.2M – 100
2017
Q3 		$9.2M Buy
+143,343
New +$8.97M 3.28% 9

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 Securities's IEFA Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.9% in Q2 2026, selling an estimated $1.4M and leaving 148,832 shares worth $14.4M. The position accounts for 0.74% of the portfolio, ranked #27.

Founders Financial Securities first reported a position in IEFA in Q3 2017 and has held it in 24 quarters since. The position peaked at $15.5M in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Founders Financial Securities held 148,832 shares of iShares Core MSCI EAFE ETF worth $14.4M as of Q2 2026.
  • Founders Financial Securities sold 14,568 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.4M.
  • iShares Core MSCI EAFE ETF made up 0.74% of Founders Financial Securities's portfolio in Q2 2026, its #27 holding.
  • Founders Financial Securities first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 24 quarters since.
  • Founders Financial Securities's iShares Core MSCI EAFE ETF position peaked at $15.5M in Q1 2026.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.