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

IFS 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	$14.6M	Sell	150,786 -2,792	-2%	-$268K	6.97%	7
2026 Q1	$13.9M	Sell	153,578 -3,060	-2%	-$286K	7.16%	7
2025 Q4	$14M	Sell	156,638 -42,110	-21%	-$3.72M	7.28%	7
2025 Q3	$17.4M	Buy	198,748 +7,852	+4%	+$667K	10.15%	3
2025 Q2	$15.9M	Buy	190,896 +190,517	+50,268%	+$15.1M	12.06%	3
2025 Q1	$28.7K	Buy	+379	New	+$28.3K	0.02%	60
2022 Q3	–	Sell	-177	Closed	-$10K	–	112
2022 Q2	$10K	Hold	177	–	–	0.03%	46
2022 Q1	$12K	Sell	177 -71,828	-100%	-$5.08M	0.01%	54
2021 Q4	$5.37M	Sell	72,005 -11,346	-14%	-$853K	3.78%	10
2021 Q3	$6.19M	Buy	83,351 +1,737	+2%	+$132K	3.97%	10
2021 Q2	$6.11M	Buy	+81,614	New	+$6.16M	4.1%	11
2021 Q1	–	Sell	-240	Closed	-$16K	–	75
2020 Q4	$16K	Buy	+240	New	+$15.5K	0.01%	78

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

IFS Advisors's IEFA Position: Q2 2026 in Review

IFS Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $268K and leaving 150,786 shares worth $14.6M. The position accounts for 6.97% of the portfolio, ranked #7.

IFS Advisors first reported a position in IEFA in Q4 2020 and has held it in 12 quarters since. The position peaked at $17.4M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

IFS Advisors held 150,786 shares of iShares Core MSCI EAFE ETF worth $14.6M as of Q2 2026.
IFS Advisors sold 2,792 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $268K.
iShares Core MSCI EAFE ETF made up 6.97% of IFS Advisors's portfolio in Q2 2026, its #7 holding.
IFS Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 12 quarters since.
IFS Advisors's iShares Core MSCI EAFE ETF position peaked at $17.4M in Q3 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.