Marshall Financial Group (Maryland)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Marshall Financial Group (Maryland)’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	$348K	Buy	+3,608	New	+$347K	0.05%	248

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Marshall Financial Group (Maryland)'s IEFA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 3,608 shares worth $348K. The stake represents 0.05% of the portfolio and ranks #248 among its holdings.

801 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Marshall Financial Group (Maryland) held 3,608 shares of iShares Core MSCI EAFE ETF worth $348K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Marshall Financial Group (Maryland) position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #248 holding.
801 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.