Fund Evaluation Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fund Evaluation 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	$13.3M	Buy	137,356 +134,846	+5,372%	+$13M	0.36%	29
2026 Q1	$227K	Hold	2,510	–	–	0.01%	69
2025 Q4	$225K	Hold	2,510	–	–	0.01%	59
2025 Q3	$219K	Sell	2,510 -236	-9%	-$20.1K	0.01%	72
2025 Q2	$229K	Buy	+2,746	New	+$218K	0.01%	77
2020 Q2	–	Sell	-30,291	Closed	-$1.51M	–	32
2020 Q1	$1.51M	Sell	30,291 -9,673	-24%	-$576K	0.25%	22
2019 Q4	$2.61M	Buy	+39,964	New	+$2.53M	0.43%	19

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

Fund Evaluation Group's IEFA Position: Q2 2026 in Review

Fund Evaluation Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5,372% in Q2 2026, buying an estimated $13M and bringing the position to 137,356 shares worth $13.3M. The position accounts for 0.36% of the portfolio, ranked #29.

Fund Evaluation Group first reported a position in IEFA in Q4 2019 and has held it in 7 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fund Evaluation Group held 137,356 shares of iShares Core MSCI EAFE ETF worth $13.3M as of Q2 2026.
Fund Evaluation Group bought 134,846 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13M.
iShares Core MSCI EAFE ETF made up 0.36% of Fund Evaluation Group's portfolio in Q2 2026, its #29 holding.
Fund Evaluation Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 7 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.