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

Magnus 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	$842K	Sell	8,720 -314	-3%	-$30.2K	0.06%	179
2026 Q1	$818K	Sell	9,034 -14,039	-61%	-$1.31M	0.07%	167
2025 Q4	$2.06M	Buy	23,073 +1,315	+6%	+$116K	0.16%	110
2025 Q3	$1.9M	Sell	21,758 -5,132	-19%	-$436K	0.15%	114
2025 Q2	$2.24M	Buy	26,890 +3,483	+15%	+$276K	0.2%	98
2025 Q1	$1.77M	Sell	23,407 -2,761	-11%	-$206K	0.17%	103
2024 Q4	$1.84M	Sell	26,168 -8,498	-25%	-$627K	0.18%	100
2024 Q3	$2.71M	Sell	34,666 -3,714	-10%	-$278K	0.28%	75
2024 Q2	$2.79M	Sell	38,380 -573	-1%	-$42.2K	0.31%	67
2024 Q1	$2.89M	Buy	38,953 +1,651	+4%	+$118K	0.34%	59
2023 Q4	$2.62M	Buy	37,302 +4,642	+14%	+$306K	0.34%	54
2023 Q3	$2.1M	Buy	32,660 +3,794	+13%	+$254K	0.31%	56
2023 Q2	$1.95M	Sell	28,866 -3,320	-10%	-$225K	0.28%	65
2023 Q1	$2.15M	Buy	32,186 +4,459	+16%	+$292K	0.33%	54
2022 Q4	$1.71M	Buy	27,727 +3,729	+16%	+$219K	0.28%	69
2022 Q3	$1.26M	Buy	23,998 +19,244	+405%	+$1.13M	0.24%	82
2022 Q2	$280K	Buy	4,754 +64	+1%	+$4.11K	0.05%	217
2022 Q1	$326K	Buy	4,690 +410	+10%	+$29K	0.05%	214
2021 Q4	$319K	Sell	4,280 -132	-3%	-$9.92K	0.06%	184
2021 Q3	$328K	Buy	+4,412	New	+$336K	0.07%	178
2020 Q1	–	Sell	-4,898	Closed	-$320K	–	615
2019 Q4	$320K	Buy	4,898 +65	+1%	+$4.12K	0.05%	274
2019 Q3	$295K	Sell	4,833 -4,798	-50%	-$290K	0.06%	261
2019 Q2	$591K	Buy	9,631 +480	+5%	+$29.4K	0.11%	94
2019 Q1	$556K	Buy	9,151 +87	+1%	+$5.13K	0.11%	96
2018 Q4	$499K	Buy	+9,064	New	+$532K	0.13%	88

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Magnus Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q2 2026, selling an estimated $30.2K and leaving 8,720 shares worth $842K. The position accounts for 0.06% of the portfolio, ranked #179.

Magnus Financial Group first reported a position in IEFA in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.89M in Q1 2024. 842 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Magnus Financial Group held 8,720 shares of iShares Core MSCI EAFE ETF worth $842K as of Q2 2026.
Magnus Financial Group sold 314 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $30.2K.
iShares Core MSCI EAFE ETF made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #179 holding.
Magnus Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 25 quarters since.
Magnus Financial Group's iShares Core MSCI EAFE ETF position peaked at $2.89M in Q1 2024.
842 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.