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

Guerra Pan 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	$325K	Buy	3,368 +46	+1%	+$4.42K	0.18%	84
2026 Q1	$301K	Buy	3,322 +241	+8%	+$22.5K	0.19%	90
2025 Q4	$276K	Hold	3,081	–	–	0.16%	91
2025 Q3	$269K	Hold	3,081	–	–	0.16%	93
2025 Q2	$257K	Buy	3,081 +15	+0.5%	+$1.19K	0.17%	94
2025 Q1	$232K	Hold	3,066	–	–	0.18%	95
2024 Q4	$215K	Hold	3,066	–	–	0.16%	107
2024 Q3	$239K	Hold	3,066	–	–	0.19%	94
2024 Q2	$223K	Hold	3,066	–	–	0.19%	94
2024 Q1	$228K	Sell	3,066 -404	-12%	-$28.8K	0.21%	94
2023 Q4	$244K	Hold	3,470	–	–	0.23%	95
2023 Q3	$223K	Buy	3,470 +29	+0.8%	+$1.94K	0.26%	90
2023 Q2	$232K	Buy	3,441 +23	+0.7%	+$1.56K	0.26%	91
2023 Q1	$228K	Hold	3,418	–	–	0.29%	85
2022 Q4	$211K	Buy	+3,418	New	+$201K	0.29%	88
2022 Q3	–	Sell	-3,418	Closed	-$212K	–	95
2022 Q2	$212K	Hold	3,418	–	–	0.26%	91
2022 Q1	$221K	Hold	3,418	–	–	0.27%	93
2021 Q4	$255K	Buy	+3,418	New	+$257K	0.25%	92

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

Guerra Pan Advisors's IEFA Position: Q2 2026 in Review

Guerra Pan Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, buying an estimated $4.42K and bringing the position to 3,368 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #84.

Guerra Pan Advisors first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Guerra Pan Advisors held 3,368 shares of iShares Core MSCI EAFE ETF worth $325K as of Q2 2026.
Guerra Pan Advisors bought 46 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.42K.
iShares Core MSCI EAFE ETF made up 0.18% of Guerra Pan Advisors's portfolio in Q2 2026, its #84 holding.
Guerra Pan Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.