MMA Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MMA Asset Management’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	$2M	Buy	20,705 +1	+0%	+$96	0.64%	39
2026 Q1	$1.87M	Sell	20,704 -3,620	-15%	-$338K	0.66%	36
2025 Q4	$2.18M	Buy	24,324 +3,541	+17%	+$313K	0.78%	33
2025 Q3	$1.81M	Buy	20,783 +483	+2%	+$41K	0.61%	39
2025 Q2	$1.69M	Sell	20,300 -19	-0.1%	-$1.51K	0.65%	35
2025 Q1	$1.54M	Sell	20,319 -40	-0.2%	-$2.99K	0.65%	30
2024 Q4	$1.43M	Sell	20,359 -21,200	-51%	-$1.56M	0.63%	30
2024 Q3	$2.95M	Buy	41,559 +21,186	+104%	+$1.59M	0.79%	28
2024 Q2	$1.48M	Buy	20,373 +2	+0%	+$147	0.69%	30
2024 Q1	$1.51M	Sell	20,371 -984	-5%	-$70K	0.71%	29
2023 Q4	$1.5M	Sell	21,355 -25	-0.1%	-$1.65K	0.79%	31
2023 Q3	$1.38M	Sell	21,380 -65	-0.3%	-$4.35K	0.8%	31
2023 Q2	$1.45M	Buy	+21,445	New	+$1.45M	0.85%	30

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

MMA Asset Management's IEFA Position: Q2 2026 in Review

MMA Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0% in Q2 2026, buying an estimated $96 and bringing the position to 20,705 shares worth $2M. The position accounts for 0.64% of the portfolio, ranked #39.

MMA Asset Management first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.95M in Q3 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MMA Asset Management held 20,705 shares of iShares Core MSCI EAFE ETF worth $2M as of Q2 2026.
MMA Asset Management bought 1 iShares Core MSCI EAFE ETF share in Q2 2026, an estimated $96.
iShares Core MSCI EAFE ETF made up 0.64% of MMA Asset Management's portfolio in Q2 2026, its #39 holding.
MMA Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
MMA Asset Management's iShares Core MSCI EAFE ETF position peaked at $2.95M in Q3 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.