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Foundry Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foundry Financial Group’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 		$13.1M Buy
135,770
+1,779
+1% +$171K 5.67% 6
2026
Q1 		$12.1M Sell
133,991
-8,009
-6% -$748K 6.02% 4
2025
Q4 		$12.7M Buy
142,000
+6,396
+5% +$566K 6.36% 3
2025
Q3 		$11.8M Buy
135,604
+2,809
+2% +$239K 6.22% 3
2025
Q2 		$11.1M Buy
132,795
+7,192
+6% +$571K 6.31% 4
2025
Q1 		$9.5M Sell
125,603
-2,866
-2% -$214K 5.85% 5
2024
Q4 		$9.03M Buy
128,469
+9,349
+8% +$690K 5.59% 4
2024
Q3 		$9.3M Sell
119,120
-1,876
-2% -$140K 5.8% 5
2024
Q2 		$8.79M Buy
120,996
+4,816
+4% +$354K 6.06% 5
2024
Q1 		$8.62M Buy
116,180
+18,185
+19% +$1.29M 6.15% 5
2023
Q4 		$6.89M Buy
+97,995
New +$6.46M 5.84% 6

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

Foundry Financial Group's IEFA Position: Q2 2026 in Review

Foundry Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, buying an estimated $171K and bringing the position to 135,770 shares worth $13.1M. The position accounts for 5.67% of the portfolio, ranked #6.

Foundry Financial Group first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Foundry Financial Group held 135,770 shares of iShares Core MSCI EAFE ETF worth $13.1M as of Q2 2026.
  • Foundry Financial Group bought 1,779 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $171K.
  • iShares Core MSCI EAFE ETF made up 5.67% of Foundry Financial Group's portfolio in Q2 2026, its #6 holding.
  • Foundry Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.