KF
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K2 Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

K2 Financial’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 		$1.17M Sell
11,872
-279
-2% -$26.8K 0.82% 32
2026
Q1 		$1.16M Sell
12,151
-224
-2% -$20.9K 0.84% 32
2025
Q4 		$1.13M Sell
12,375
-67
-0.5% -$5.92K 0.87% 34
2025
Q3 		$1.08M Sell
12,442
-8
-0.1% -$680 0.87% 35
2025
Q2 		$1.02M Sell
12,450
-214
-2% -$17K 0.9% 35
2025
Q1 		$950K Sell
12,664
-126
-1% -$9.42K 0.93% 36
2024
Q4 		$890K Buy
+12,790
New +$944K 0.88% 36

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

K2 Financial's IEFA Position: Q2 2026 in Review

K2 Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, selling an estimated $26.8K and leaving 11,872 shares worth $1.17M. The position accounts for 0.82% of the portfolio, ranked #32.

K2 Financial first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 792 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • K2 Financial held 11,872 shares of iShares Core MSCI EAFE ETF worth $1.17M as of Q2 2026.
  • K2 Financial sold 279 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.8K.
  • iShares Core MSCI EAFE ETF made up 0.82% of K2 Financial's portfolio in Q2 2026, its #32 holding.
  • K2 Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.