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GoalVest Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GoalVest Advisory’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 		$16.3M Buy
168,361
+17,323
+11% +$1.66M 3.02% 6
2026
Q1 		$13.7M Sell
151,038
-876
-0.6% -$81.8K 2.67% 6
2025
Q4 		$13.6M Buy
151,914
+30,239
+25% +$2.67M 2.6% 5
2025
Q3 		$10.6M Buy
121,675
+15,277
+14% +$1.3M 2.25% 5
2025
Q2 		$8.88M Buy
106,398
+12,188
+13% +$967K 2.2% 5
2025
Q1 		$7.13M Buy
94,210
+59,981
+175% +$4.49M 1.96% 5
2024
Q4 		$2.41M Buy
34,229
+2,255
+7% +$166K 0.66% 26
2024
Q3 		$2.5M Buy
31,974
+4,503
+16% +$337K 0.72% 22
2024
Q2 		$2M Buy
27,471
+2,860
+12% +$210K 0.64% 25
2024
Q1 		$1.83M Sell
24,611
-587
-2% -$41.8K 0.61% 23
2023
Q4 		$1.77M Buy
25,198
+1,084
+4% +$71.4K 0.78% 13
2023
Q3 		$1.55M Buy
24,114
+10,021
+71% +$671K 0.78% 14
2023
Q2 		$951K Buy
14,093
+8,714
+162% +$591K 0.49% 34
2023
Q1 		$360K Buy
5,379
+5,236
+3,662% +$343K 0.21% 57
2022
Q4 		$8.81K Sell
143
-1,832
-93% -$108K 0.01% 189
2022
Q3 		$104K Sell
1,975
-4,358
-69% -$256K 0.07% 88
2022
Q2 		$365K Sell
6,333
-39,057
-86% -$2.51M 0.23% 101
2022
Q1 		$3.15M Buy
+45,390
New +$3.21M 1.78% 11
2021
Q2 		$1.48M Sell
19,709
-11,800
-37% -$891K 0.92% 30
2021
Q1 		$2.27M Buy
31,509
+2,615
+9% +$187K 1.69% 14
2020
Q4 		$2M Buy
+28,894
New +$1.87M 1.68% 15

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

GoalVest Advisory's IEFA Position: Q2 2026 in Review

GoalVest Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, buying an estimated $1.66M and bringing the position to 168,361 shares worth $16.3M. The position accounts for 3.02% of the portfolio, ranked #6.

GoalVest Advisory first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • GoalVest Advisory held 168,361 shares of iShares Core MSCI EAFE ETF worth $16.3M as of Q2 2026.
  • GoalVest Advisory bought 17,323 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.66M.
  • iShares Core MSCI EAFE ETF made up 3.02% of GoalVest Advisory's portfolio in Q2 2026, its #6 holding.
  • GoalVest Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.