Mach-1 Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mach-1 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	$6.21M	Buy	64,333 +6,298	+11%	+$605K	2.41%	14
2026 Q1	$5.25M	Buy	58,035 +7,441	+15%	+$694K	1.85%	16
2025 Q4	$4.53M	Buy	50,594 +46,812	+1,238%	+$4.14M	0.93%	25
2025 Q3	$330K	Sell	3,782 -1,223	-24%	-$104K	0.05%	162
2025 Q2	$418K	Buy	+5,005	New	+$397K	0.12%	139
2023 Q2	–	Sell	-37	Closed	-$2.47K	–	261
2023 Q1	$2.47K	Buy	+37	New	+$2.43K	0.02%	217
2022 Q4	–	Sell	-502	Closed	-$25K	–	288
2022 Q3	$25K	Hold	502	–	–	0.03%	150
2022 Q2	$29K	Buy	502 +37	+8%	+$2.37K	0.02%	152
2022 Q1	$32K	Hold	465	–	–	0.02%	75
2021 Q4	$34K	Buy	+465	New	+$34.9K	0.02%	69

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

Mach-1 Financial Group's IEFA Position: Q2 2026 in Review

Mach-1 Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, buying an estimated $605K and bringing the position to 64,333 shares worth $6.21M. The position accounts for 2.41% of the portfolio, ranked #14.

Mach-1 Financial Group first reported a position in IEFA in Q4 2021 and has held it in 10 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Mach-1 Financial Group held 64,333 shares of iShares Core MSCI EAFE ETF worth $6.21M as of Q2 2026.
Mach-1 Financial Group bought 6,298 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $605K.
iShares Core MSCI EAFE ETF made up 2.41% of Mach-1 Financial Group's portfolio in Q2 2026, its #14 holding.
Mach-1 Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.