KFAA
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Klaas Financial Asset Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Klaas Financial Asset 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 		$1.43M Sell
14,858
-132
-0.9% -$12.7K 0.18% 36
2026
Q1 		$1.36M Sell
14,990
-250
-2% -$23.3K 0.19% 39
2025
Q4 		$1.36M Sell
15,240
-731
-5% -$64.6K 0.2% 37
2025
Q3 		$1.39M Sell
15,971
-343
-2% -$29.1K 0.21% 37
2025
Q2 		$1.36M Sell
16,314
-193
-1% -$15.3K 0.22% 36
2025
Q1 		$1.25M Sell
16,507
-1,045
-6% -$78.1K 0.22% 37
2024
Q4 		$1.23M Sell
17,552
-2,545
-13% -$188K 0.22% 30
2024
Q3 		$1.57M Sell
20,097
-2,445
-11% -$183K 0.27% 29
2024
Q2 		$1.64M Sell
22,542
-208,393
-90% -$15.3M 0.3% 29
2024
Q1 		$17.1M Sell
230,935
-926
-0.4% -$65.9K 3.42% 8
2023
Q4 		$16.3M Buy
231,861
+11,465
+5% +$756K 3.4% 8
2023
Q3 		$14.2M Sell
220,396
-503
-0.2% -$33.7K 3.21% 9
2023
Q2 		$14.9M Sell
220,899
-6,142
-3% -$417K 3.32% 9
2023
Q1 		$15.2M Sell
227,041
-3,042
-1% -$199K 3.51% 8
2022
Q4 		$14.2M Sell
230,083
-5,329
-2% -$314K 3.52% 8
2022
Q3 		$12.4M Buy
235,412
+3,655
+2% +$215K 3.15% 9
2022
Q2 		$13.6M Buy
231,757
+14,848
+7% +$953K 3.38% 8
2022
Q1 		$15.1M Buy
216,909
+9,687
+5% +$685K 3.47% 8
2021
Q4 		$15.5M Buy
207,222
+8,048
+4% +$605K 3.5% 8
2021
Q3 		$14.8M Buy
199,174
+5,550
+3% +$422K 3.61% 7
2021
Q2 		$14.5M Buy
193,624
+5,027
+3% +$380K 3.64% 7
2021
Q1 		$13.6M Buy
188,597
+12,930
+7% +$924K 3.79% 7
2020
Q4 		$12.1M Buy
+175,667
New +$11.4M 3.51% 9

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

Klaas Financial Asset Advisors's IEFA Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.88% in Q2 2026, selling an estimated $12.7K and leaving 14,858 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #36.

Klaas Financial Asset Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.1M in Q1 2024. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Klaas Financial Asset Advisors held 14,858 shares of iShares Core MSCI EAFE ETF worth $1.43M as of Q2 2026.
  • Klaas Financial Asset Advisors sold 132 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #36 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Klaas Financial Asset Advisors's iShares Core MSCI EAFE ETF position peaked at $17.1M in Q1 2024.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.