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

Highland Financial 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	$1.96M	Buy	20,291 +595	+3%	+$57.2K	0.43%	26
2026 Q1	$1.78M	Sell	19,696 -407	-2%	-$38K	0.47%	26
2025 Q4	$1.8M	Sell	20,103 -36	-0.2%	-$3.18K	0.5%	25
2025 Q3	$1.76M	Buy	20,139 +1,065	+6%	+$90.5K	0.5%	25
2025 Q2	$1.59M	Sell	19,074 -342	-2%	-$27.1K	0.51%	22
2025 Q1	$1.47M	Sell	19,416 -1,311	-6%	-$98K	0.53%	24
2024 Q4	$1.46M	Sell	20,727 -1,203	-5%	-$88.7K	0.5%	25
2024 Q3	$1.71M	Sell	21,930 -406	-2%	-$30.4K	0.61%	22
2024 Q2	$1.62M	Sell	22,336 -4,857	-18%	-$357K	0.6%	23
2024 Q1	$2.02M	Buy	27,193 +548	+2%	+$39K	0.81%	19
2023 Q4	$1.88M	Buy	26,645 +1,377	+5%	+$90.8K	0.82%	21
2023 Q3	$1.63M	Buy	25,268 +116	+0.5%	+$7.77K	0.84%	20
2023 Q2	$1.7M	Sell	25,152 -1,395	-5%	-$94.6K	0.88%	20
2023 Q1	$1.77M	Sell	26,547 -782	-3%	-$51.3K	0.96%	20
2022 Q4	$1.69M	Sell	27,329 -6,425	-19%	-$378K	0.99%	20
2022 Q3	$1.78M	Sell	33,754 -1,579	-4%	-$92.8K	1.23%	18
2022 Q2	$2.08M	Buy	+35,333	New	+$2.27M	1.42%	18

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

Highland Financial Advisors's IEFA Position: Q2 2026 in Review

Highland Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q2 2026, buying an estimated $57.2K and bringing the position to 20,291 shares worth $1.96M. The position accounts for 0.43% of the portfolio, ranked #26.

Highland Financial Advisors first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.08M in Q2 2022. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Highland Financial Advisors held 20,291 shares of iShares Core MSCI EAFE ETF worth $1.96M as of Q2 2026.
Highland Financial Advisors bought 595 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $57.2K.
iShares Core MSCI EAFE ETF made up 0.43% of Highland Financial Advisors's portfolio in Q2 2026, its #26 holding.
Highland Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
Highland Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $2.08M in Q2 2022.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.