Koss-Olinger Consulting’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Koss-Olinger Consulting’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	$987K	Sell	10,220 -2,567	-20%	-$247K	0.08%	56
2026 Q1	$1.16M	Buy	12,787 +19	+0.1%	+$1.77K	0.1%	78
2025 Q4	$1.14M	Sell	12,768 -721	-5%	-$63.8K	0.09%	85
2025 Q3	$1.13M	Hold	13,489	–	–	0.09%	116
2025 Q2	$1.13M	Buy	13,489 +4,772	+55%	+$379K	0.09%	115
2025 Q1	$659K	Sell	8,717 -3,331	-28%	-$249K	0.06%	151
2024 Q4	$847K	Buy	12,048 +9,111	+310%	+$672K	0.07%	101
2024 Q3	$229K	Buy	+2,937	New	+$220K	0.02%	248
2024 Q1	–	Sell	-2,924	Closed	-$206K	–	161
2023 Q4	$206K	Buy	+2,924	New	+$193K	0.02%	293
2023 Q2	–	Sell	-3,900	Closed	-$261K	–	287
2023 Q1	$261K	Sell	3,900 -2,124	-35%	-$139K	0.03%	193
2022 Q4	$371K	Buy	+6,024	New	+$355K	0.05%	139

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

Koss-Olinger Consulting's IEFA Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, selling an estimated $247K and leaving 10,220 shares worth $987K. The position accounts for 0.08% of the portfolio, ranked #56.

Koss-Olinger Consulting first reported a position in IEFA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Koss-Olinger Consulting held 10,220 shares of iShares Core MSCI EAFE ETF worth $987K as of Q2 2026.
Koss-Olinger Consulting sold 2,567 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
iShares Core MSCI EAFE ETF made up 0.08% of Koss-Olinger Consulting's portfolio in Q2 2026, its #56 holding.
Koss-Olinger Consulting first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
Koss-Olinger Consulting's iShares Core MSCI EAFE ETF position peaked at $1.16M in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.