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

IMA 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	$1.51M	Buy	15,596 +15,525	+21,866%	+$1.49M	0.09%	140
2026 Q1	$6.43K	Hold	71	–	–	﹤0.01%	363
2025 Q4	$6.35K	Hold	71	–	–	﹤0.01%	381
2025 Q3	$6.2K	Hold	71	–	–	﹤0.01%	331
2025 Q2	$5.93K	Hold	71	–	–	﹤0.01%	322
2025 Q1	$5.37K	Buy	+71	New	+$5.31K	﹤0.01%	321
2024 Q4	–	Sell	-71	Closed	-$5.54K	–	227
2024 Q3	$5.54K	Buy	+71	New	+$5.32K	﹤0.01%	251
2023 Q4	–	Sell	-1,231	Closed	-$79.2K	–	160
2023 Q3	$79.2K	Hold	1,231	–	–	0.02%	163
2023 Q2	$83.1K	Hold	1,231	–	–	0.02%	161
2023 Q1	$82.3K	Hold	1,231	–	–	0.02%	158
2022 Q4	$75.9K	Sell	1,231 -9	-0.7%	-$530	0.02%	171
2022 Q3	$65K	Buy	1,240 +58	+5%	+$3.41K	0.02%	176
2022 Q2	$70K	Buy	1,182 +925	+360%	+$59.3K	0.02%	181
2022 Q1	$18K	Buy	257 +9	+4%	+$637	﹤0.01%	211
2021 Q4	$19K	Sell	248 -3	-1%	-$225	﹤0.01%	222
2021 Q3	$19K	Hold	251	–	–	﹤0.01%	204
2021 Q2	$19K	Hold	251	–	–	﹤0.01%	202
2021 Q1	$18K	Hold	251	–	–	﹤0.01%	208
2020 Q4	$17K	Hold	251	–	–	﹤0.01%	192
2020 Q3	$15K	Buy	251 +25	+11%	+$1.51K	0.01%	188
2020 Q2	$13K	Sell	226 -1	-0.4%	-$54	﹤0.01%	193
2020 Q1	$11K	Hold	227	–	–	﹤0.01%	201
2019 Q4	$15K	Buy	227 +1	+0.4%	+$63	0.01%	196
2019 Q3	$14K	Hold	226	–	–	0.01%	198
2019 Q2	$14K	Hold	226	–	–	0.01%	190
2019 Q1	$14K	Hold	226	–	–	0.01%	196
2018 Q4	$12K	Sell	226 -39	-15%	-$2.29K	0.01%	208
2018 Q3	$17K	Hold	265	–	–	0.01%	196
2018 Q2	$17K	Buy	+265	New	+$17.5K	0.01%	227

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 22.9% 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

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

IMA Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 21,866% in Q2 2026, buying an estimated $1.49M and bringing the position to 15,596 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #140.

IMA Advisory Services first reported a position in IEFA in Q2 2018 and has held it in 29 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

IMA Advisory Services held 15,596 shares of iShares Core MSCI EAFE ETF worth $1.51M as of Q2 2026.
IMA Advisory Services bought 15,525 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.49M.
iShares Core MSCI EAFE ETF made up 0.09% of IMA Advisory Services's portfolio in Q2 2026, its #140 holding.
IMA Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 29 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.