MFA
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McClarren Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-483
Closed -$47K – 180
2025
Q1 		$47K Buy
483
+361
+296% +$27K 0.03% 138
2024
Q4 		$8K Sell
122
-45
-27% -$3.32K 0.02% 159
2024
Q3 		$5 Buy
167
+22
+15% +$1.65K ﹤0.01% 202
2024
Q2 		$8K Sell
145
-198
-58% -$14.6K 0.01% 254
2024
Q1 		$26K Hold
343
– – 0.02% 190
2023
Q4 		$24K Buy
343
+227
+196% +$15K 0.02% 215
2023
Q3 		$6K Sell
116
-1
-0.9% -$67 0.01% 274
2023
Q2 		$7K Sell
117
-510
-81% -$34.6K 0.01% 270
2023
Q1 		$40K Buy
627
+512
+445% +$33.6K 0.04% 161
2022
Q4 		$7K Buy
115
+1
+0.9% +$59 0.01% 263
2022
Q3 		$6K Buy
+114
New +$6.7K 0.01% 249
2022
Q2 		– Sell
-82
Closed -$5K – 130
2022
Q1 		$5K Sell
82
-1
-1% -$71 ﹤0.01% 230
2021
Q4 		$7K Buy
83
+2
+2% +$150 ﹤0.01% 254
2021
Q3 		$6K Sell
81
-291
-78% -$22.1K ﹤0.01% 233
2021
Q2 		$27K Buy
+372
New +$28.1K 0.02% 157

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

McClarren Financial Advisors's IEFA Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 483 shares — an estimated $47K sold.

McClarren Financial Advisors first reported a position in IEFA in Q2 2021 and held it in 15 quarters. The position peaked at $47K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • McClarren Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 483 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $47K.
  • McClarren Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 15 quarters.
  • McClarren Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $47K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.