Leverty Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Leverty Financial 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	$61.2M	Buy	633,643 +20,104	+3%	+$1.93M	11.9%	2
2026 Q1	$55.5M	Buy	613,539 +11,527	+2%	+$1.08M	12.29%	2
2025 Q4	$53.9M	Buy	602,012 +32,556	+6%	+$2.88M	12.88%	2
2025 Q3	$49.7M	Sell	569,456 -8,942	-2%	-$760K	12.9%	2
2025 Q2	$48.3M	Buy	578,398 +572,896	+10,413%	+$45.5M	14.41%	2
2025 Q1	$416K	Sell	5,502 -104	-2%	-$7.78K	0.17%	24
2024 Q4	$394K	Sell	5,606 -10	-0.2%	-$738	0.2%	21
2024 Q3	$438K	Sell	5,616 -28	-0.5%	-$2.1K	0.24%	20
2024 Q2	$410K	Buy	5,644 +9	+0.2%	+$662	0.24%	17
2024 Q1	$418K	Sell	5,635 -139	-2%	-$9.89K	0.25%	18
2023 Q4	$406K	Buy	5,774 +128	+2%	+$8.44K	0.26%	19
2023 Q3	$363K	Sell	5,646 -112	-2%	-$7.5K	0.26%	14
2023 Q2	$389K	Sell	5,758 -147	-2%	-$9.97K	0.28%	14
2023 Q1	$395K	Buy	5,905 +475	+9%	+$31.1K	0.31%	13
2022 Q4	$335K	Sell	5,430 -46,944	-90%	-$2.76M	0.29%	15
2022 Q3	$2.76M	Buy	52,374 +16,490	+46%	+$970K	2.67%	7
2022 Q2	$2.11M	Buy	35,884 +3,287	+10%	+$211K	1.97%	7
2022 Q1	$2.27M	Buy	+32,597	New	+$2.31M	1.79%	6

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Leverty Financial Group's IEFA Position: Q2 2026 in Review

Leverty Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.3% in Q2 2026, buying an estimated $1.93M and bringing the position to 633,643 shares worth $61.2M. The position accounts for 11.9% of the portfolio, ranked #2.

Leverty Financial Group first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Leverty Financial Group held 633,643 shares of iShares Core MSCI EAFE ETF worth $61.2M as of Q2 2026.
Leverty Financial Group bought 20,104 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.93M.
iShares Core MSCI EAFE ETF made up 11.9% of Leverty Financial Group's portfolio in Q2 2026, its #2 holding.
Leverty Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.