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

FSA 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	$418K	Buy	4,333 +357	+9%	+$34.3K	0.19%	149
2026 Q1	$360K	Sell	3,976 -69,964	-95%	-$6.53M	0.24%	127
2025 Q4	$312K	Buy	+73,940	New	+$6.54M	0.22%	124
2025 Q3	–	Sell	-3,705	Closed	-$309K	–	159
2025 Q2	$309K	Buy	3,705 +33	+0.9%	+$2.62K	0.25%	115
2025 Q1	$278K	Buy	+3,672	New	+$275K	0.22%	137
2024 Q4	–	Sell	-3,528	Closed	-$274K	–	157
2024 Q3	$274K	Hold	3,528	–	–	0.27%	108
2024 Q2	$257K	Sell	3,528 -102	-3%	-$7.51K	0.27%	112
2024 Q1	$269K	Buy	3,630 +61	+2%	+$4.34K	0.29%	102
2023 Q4	$251K	Buy	+3,569	New	+$235K	0.31%	93

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

FSA Advisors's IEFA Position: Q2 2026 in Review

FSA Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9% in Q2 2026, buying an estimated $34.3K and bringing the position to 4,333 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #149.

FSA Advisors first reported a position in IEFA in Q4 2023 and has held it in 9 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

FSA Advisors held 4,333 shares of iShares Core MSCI EAFE ETF worth $418K as of Q2 2026.
FSA Advisors bought 357 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $34.3K.
iShares Core MSCI EAFE ETF made up 0.19% of FSA Advisors's portfolio in Q2 2026, its #149 holding.
FSA Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.