GA
IEFA icon

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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 494 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.
  • 494 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.