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

Holland Advisory Services’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	$1.06M	Buy	11,016 +93	+0.9%	+$8.93K	1.18%	13
2026 Q1	$989K	Sell	10,923 -150	-1%	-$14K	1.32%	11
2025 Q4	$991K	Buy	11,073 +112	+1%	+$9.9K	1.34%	10
2025 Q3	$957K	Hold	10,961	–	–	1.31%	10
2025 Q2	$915K	Buy	10,961 +348	+3%	+$27.6K	1.34%	10
2025 Q1	$803K	Hold	10,613	–	–	1.22%	13
2024 Q4	$746K	Sell	10,613 -477	-4%	-$35.2K	0.97%	13
2024 Q3	$866K	Sell	11,090 -311	-3%	-$23.3K	1.13%	11
2024 Q2	$828K	Buy	11,401 +201	+2%	+$14.8K	1.02%	12
2024 Q1	$831K	Sell	11,200 -262	-2%	-$18.7K	0.91%	12
2023 Q4	$806K	Sell	11,462 -149,182	-93%	-$9.83M	0.92%	12
2023 Q3	$10.3M	Sell	160,644 -2,690	-2%	-$180K	13.14%	3
2023 Q2	$11M	Buy	163,334 +2,442	+2%	+$166K	14.05%	3
2023 Q1	$10.8M	Buy	160,892 +17,578	+12%	+$1.15M	12.59%	3
2022 Q4	$8.83M	Sell	143,314 -113,981	-44%	-$6.71M	10.52%	4
2022 Q3	$13.6M	Sell	257,295 -3,487	-1%	-$205K	16.76%	1
2022 Q2	$15.3M	Buy	260,782 +121,229	+87%	+$7.78M	18.36%	1
2022 Q1	$9.7M	Buy	139,553 +36,572	+36%	+$2.59M	11.27%	2
2021 Q4	$7.69M	Buy	+102,981	New	+$7.74M	8.88%	3

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holland Advisory Services's IEFA Position: Q2 2026 in Review

Holland Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.85% in Q2 2026, buying an estimated $8.93K and bringing the position to 11,016 shares worth $1.06M. The position accounts for 1.18% of the portfolio, ranked #13.

Holland Advisory Services first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.3M in Q2 2022. 635 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Holland Advisory Services held 11,016 shares of iShares Core MSCI EAFE ETF worth $1.06M as of Q2 2026.
Holland Advisory Services bought 93 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.93K.
iShares Core MSCI EAFE ETF made up 1.18% of Holland Advisory Services's portfolio in Q2 2026, its #13 holding.
Holland Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Holland Advisory Services's iShares Core MSCI EAFE ETF position peaked at $15.3M in Q2 2022.
635 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.