M Holdings Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

M Holdings Securities’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	$4.14M	Buy	42,550 +1,797	+4%	+$173K	0.57%	31
2026 Q1	$3.79M	Buy	40,753 +426	+1%	+$39.8K	0.26%	78
2025 Q4	$3.61M	Buy	40,327 +15,006	+59%	+$1.33M	0.26%	70
2025 Q3	$2.21M	Sell	25,321 -16,329	-39%	-$1.39M	0.47%	31
2025 Q2	$3.47M	Buy	41,650 +25,400	+156%	+$2.02M	0.6%	38
2025 Q1	$1.23M	Sell	16,250 -211	-1%	-$15.8K	0.2%	79
2024 Q4	$1.16M	Sell	16,461 -928	-5%	-$68.5K	0.19%	78
2024 Q3	$1.36M	Sell	17,389 -6,020	-26%	-$451K	0.34%	42
2024 Q2	$1.7M	Buy	23,409 +3,948	+20%	+$291K	0.22%	70
2024 Q1	$1.44M	Sell	19,461 -386	-2%	-$27.5K	0.24%	65
2023 Q4	$1.4M	Sell	19,847 -5,112	-20%	-$337K	0.16%	94
2023 Q3	$1.61M	Buy	+24,959	New	+$1.67M	0.21%	82
2023 Q2	–	Sell	-16,758	Closed	-$1.12M	–	315
2023 Q1	$1.12M	Buy	16,758 +3,167	+23%	+$208K	0.12%	140
2022 Q4	$838K	Buy	13,591 +8,166	+151%	+$481K	0.09%	179
2022 Q3	$286K	Sell	5,425 -115	-2%	-$6.76K	0.03%	330
2022 Q2	$326K	Sell	5,540 -1,081	-16%	-$69.4K	0.03%	321
2022 Q1	$460K	Buy	+6,621	New	+$468K	0.03%	311
2021 Q2	$1.07M	Buy	14,283 +1,340	+10%	+$101K	0.1%	145
2021 Q1	$933K	Buy	12,943 +1,143	+10%	+$81.7K	0.09%	199
2020 Q4	$815K	Buy	+11,800	New	+$763K	0.1%	132
2020 Q2	–	Sell	-79,937	Closed	-$3.99M	–	195
2020 Q1	$3.99M	Buy	+79,937	New	+$4.76M	0.59%	47
2019 Q1	–	Sell	-5,590	Closed	-$307K	–	367
2018 Q4	$307K	Sell	5,590 -4,078	-42%	-$239K	0.1%	243
2018 Q3	$619K	Buy	+9,668	New	+$616K	0.16%	163
2014 Q4	–	Sell	-3,034	Closed	-$177K	–	291
2014 Q3	$177K	Buy	+3,034	New	+$184K	0.1%	195

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

M Holdings Securities's IEFA Position: Q2 2026 in Review

M Holdings Securities increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q2 2026, buying an estimated $173K and bringing the position to 42,550 shares worth $4.14M. The position accounts for 0.57% of the portfolio, ranked #31.

M Holdings Securities first reported a position in IEFA in Q3 2014 and has held it in 24 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

M Holdings Securities held 42,550 shares of iShares Core MSCI EAFE ETF worth $4.14M as of Q2 2026.
M Holdings Securities bought 1,797 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $173K.
iShares Core MSCI EAFE ETF made up 0.57% of M Holdings Securities's portfolio in Q2 2026, its #31 holding.
M Holdings Securities first reported a position in iShares Core MSCI EAFE ETF in Q3 2014 and has held it in 24 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.