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

Investment Research & 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	$1.92M	Buy	19,911 +1,221	+7%	+$117K	0.59%	38
2026 Q1	$1.69M	Buy	18,690 +115	+0.6%	+$10.7K	0.59%	38
2025 Q4	$1.66M	Buy	18,575 +925	+5%	+$81.8K	0.55%	38
2025 Q3	$1.54M	Buy	17,650 +2,126	+14%	+$181K	0.52%	39
2025 Q2	$1.3M	Buy	15,524 +12,020	+343%	+$954K	0.48%	41
2025 Q1	$265K	Buy	3,504 +607	+21%	+$45.4K	0.11%	61
2024 Q4	$204K	Buy	+2,897	New	+$214K	0.08%	69
2021 Q4	–	Sell	-50	Closed	-$4K	–	193
2021 Q3	$4K	Buy	+50	New	+$3.8K	﹤0.01%	139
2021 Q2	–	Sell	-50	Closed	-$4K	–	178
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	131
2020 Q4	$3K	Buy	+50	New	+$3.23K	﹤0.01%	138

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Investment Research & Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.5% in Q2 2026, buying an estimated $117K and bringing the position to 19,911 shares worth $1.92M. The position accounts for 0.59% of the portfolio, ranked #38.

Investment Research & Advisory Group first reported a position in IEFA in Q4 2020 and has held it in 10 quarters since. 1,064 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Investment Research & Advisory Group held 19,911 shares of iShares Core MSCI EAFE ETF worth $1.92M as of Q2 2026.
Investment Research & Advisory Group bought 1,221 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $117K.
iShares Core MSCI EAFE ETF made up 0.59% of Investment Research & Advisory Group's portfolio in Q2 2026, its #38 holding.
Investment Research & Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 10 quarters since.
1,064 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.