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

Kelleher Financial 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	$1.97M	Buy	20,442 +10,224	+100%	+$982K	0.28%	67
2026 Q1	$925K	Buy	10,218 +1,068	+12%	+$99.7K	0.23%	71
2025 Q4	$819K	Buy	9,150 +2,238	+32%	+$198K	0.19%	83
2025 Q3	$603K	Buy	+6,912	New	+$587K	0.15%	94
2017 Q3	–	Sell	-893	Closed	-$54K	–	76
2017 Q2	$54K	Buy	+893	New	+$53.9K	0.1%	82

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

Kelleher Financial Advisors's IEFA Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 100% in Q2 2026, buying an estimated $982K and bringing the position to 20,442 shares worth $1.97M. The position accounts for 0.28% of the portfolio, ranked #67.

Kelleher Financial Advisors first reported a position in IEFA in Q2 2017 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kelleher Financial Advisors held 20,442 shares of iShares Core MSCI EAFE ETF worth $1.97M as of Q2 2026.
Kelleher Financial Advisors bought 10,224 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $982K.
iShares Core MSCI EAFE ETF made up 0.28% of Kelleher Financial Advisors's portfolio in Q2 2026, its #67 holding.
Kelleher Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 5 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.