IAG
IEFA icon

Investment Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Investment Advisory Group’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 		$2.69M Sell
27,831
-46
-0.2% -$4.42K 0.58% 41
2026
Q1 		$2.52M Buy
27,877
+228
+0.8% +$21.3K 0.64% 38
2025
Q4 		$2.47M Sell
27,649
-255
-0.9% -$22.5K 0.64% 41
2025
Q3 		$2.44M Sell
27,904
-96
-0.3% -$8.16K 0.66% 38
2025
Q2 		$2.34M Sell
28,000
-387
-1% -$30.7K 0.71% 36
2025
Q1 		$2.15M Sell
28,387
-115
-0.4% -$8.6K 0.72% 37
2024
Q4 		$2M Sell
28,502
-766
-3% -$56.5K 0.67% 39
2024
Q3 		$2.28M Sell
29,268
-258
-0.9% -$19.3K 0.79% 32
2024
Q2 		$2.14M Sell
29,526
-70
-0.2% -$5.15K 0.83% 29
2024
Q1 		$2.2M Buy
29,596
+1,230
+4% +$87.6K 0.91% 26
2023
Q4 		$2M Sell
28,366
-442
-2% -$29.1K 0.92% 27
2023
Q3 		$1.85M Buy
28,808
+52
+0.2% +$3.48K 0.96% 25
2023
Q2 		$1.94M Buy
28,756
+2,800
+11% +$190K 0.99% 24
2023
Q1 		$1.74M Sell
25,956
-4,357
-14% -$286K 1% 26
2022
Q4 		$1.87M Sell
30,313
-78
-0.3% -$4.59K 1.15% 23
2022
Q3 		$1.6M Sell
30,391
-596
-2% -$35K 1.11% 25
2022
Q2 		$1.82M Buy
30,987
+326
+1% +$20.9K 1.24% 24
2022
Q1 		$2.13M Sell
30,661
-190
-0.6% -$13.4K 1.29% 20
2021
Q4 		$2.24M Buy
+30,851
New +$2.32M 1.43% 19

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Investment Advisory Group's IEFA Position: Q2 2026 in Review

Investment Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.17% in Q2 2026, selling an estimated $4.42K and leaving 27,831 shares worth $2.69M. The position accounts for 0.58% of the portfolio, ranked #41.

Investment Advisory Group first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Investment Advisory Group held 27,831 shares of iShares Core MSCI EAFE ETF worth $2.69M as of Q2 2026.
  • Investment Advisory Group sold 46 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.42K.
  • iShares Core MSCI EAFE ETF made up 0.58% of Investment Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Investment Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.