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

Francis Financial’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	$274K	Sell	2,841 -681	-19%	-$65.4K	0.05%	114
2026 Q1	$319K	Hold	3,522	–	–	0.06%	83
2025 Q4	$315K	Buy	+3,522	New	+$311K	0.06%	86
2024 Q2	–	Sell	-2,935	Closed	-$218K	–	82
2024 Q1	$218K	Buy	+2,935	New	+$209K	0.07%	68

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

Francis Financial's IEFA Position: Q2 2026 in Review

Francis Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $65.4K and leaving 2,841 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #114.

Francis Financial first reported a position in IEFA in Q1 2024 and has held it in 4 quarters since. The position peaked at $319K in Q1 2026. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Francis Financial held 2,841 shares of iShares Core MSCI EAFE ETF worth $274K as of Q2 2026.
Francis Financial sold 681 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $65.4K.
iShares Core MSCI EAFE ETF made up 0.05% of Francis Financial's portfolio in Q2 2026, its #114 holding.
Francis Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 4 quarters since.
Francis Financial's iShares Core MSCI EAFE ETF position peaked at $319K in Q1 2026.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.