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

Massachusetts Financial Services’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 		$12.1M Sell
124,888
-104,565
-46% -$10M ﹤0.01% 749
2026
Q1 		$20.8M Sell
229,453
-139,144
-38% -$13M 0.01% 636
2025
Q4 		$33M Buy
368,597
+239,199
+185% +$21.2M 0.01% 555
2025
Q3 		$11.3M Buy
129,398
+71,853
+125% +$6.11M ﹤0.01% 680
2025
Q2 		$4.8M Buy
57,545
+5,681
+11% +$451K ﹤0.01% 715
2025
Q1 		$3.92M Buy
51,864
+37,558
+263% +$2.81M ﹤0.01% 711
2024
Q4 		$1.01M Buy
+14,306
New +$1.06M ﹤0.01% 821
2024
Q3 		– Sell
-117,199
Closed -$8.51M – 875
2024
Q2 		$8.51M Buy
+117,199
New +$8.62M ﹤0.01% 653
2023
Q3 		– Sell
-108,911
Closed -$7.35M – 856
2023
Q2 		$7.35M Buy
+108,911
New +$7.39M ﹤0.01% 628
2022
Q2 		– Sell
-3,255
Closed -$226K – 863
2022
Q1 		$226K Sell
3,255
-2,242
-41% -$159K ﹤0.01% 855
2021
Q4 		$410K Sell
5,497
-7,143
-57% -$537K ﹤0.01% 864
2021
Q3 		$939K Sell
12,640
-7,561
-37% -$575K ﹤0.01% 835
2021
Q2 		$1.51M Sell
20,201
-7,934
-28% -$599K ﹤0.01% 805
2021
Q1 		$2.03M Buy
28,135
+11,346
+68% +$811K ﹤0.01% 769
2020
Q4 		$1.16M Buy
16,789
+4,673
+39% +$302K ﹤0.01% 785
2020
Q3 		$730K Buy
+12,116
New +$731K ﹤0.01% 796

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Massachusetts Financial Services's IEFA Position: Q2 2026 in Review

Massachusetts Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 46% in Q2 2026, selling an estimated $10M and leaving 124,888 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Massachusetts Financial Services first reported a position in IEFA in Q3 2020 and has held it in 16 quarters since. The position peaked at $33M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Massachusetts Financial Services held 124,888 shares of iShares Core MSCI EAFE ETF worth $12.1M as of Q2 2026.
  • Massachusetts Financial Services sold 104,565 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10M.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #749 holding.
  • Massachusetts Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 16 quarters since.
  • Massachusetts Financial Services's iShares Core MSCI EAFE ETF position peaked at $33M in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.