LF
IEFA icon

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

LifeSteps 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 		$28K Buy
+290
New +$27.9K 0.01% 271
2024
Q2 		– Sell
-69
Closed -$5.12K – 222
2024
Q1 		$5.12K Buy
+69
New +$4.91K ﹤0.01% 338
2020
Q1 		– Sell
-9,487
Closed -$619K – 87
2019
Q4 		$619K Buy
+9,487
New +$602K 0.58% 42

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

LifeSteps Financial's IEFA Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 290 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IEFA as recently as Q1 2024.

LifeSteps Financial first reported a position in IEFA in Q4 2019 and has held it in 3 quarters since. The position peaked at $619K in Q4 2019. 1,175 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • LifeSteps Financial held 290 shares of iShares Core MSCI EAFE ETF worth $28K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #271 holding.
  • LifeSteps Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 3 quarters since.
  • LifeSteps Financial's iShares Core MSCI EAFE ETF position peaked at $619K in Q4 2019.
  • 1,175 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.