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

Morling 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
2026
Q2 		$24K Buy
+249
New +$23.9K 0.01% 106
2022
Q2 		– Sell
-3,290
Closed -$229K – 76
2022
Q1 		$229K Buy
+3,290
New +$233K 0.29% 46

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morling Financial Advisors's IEFA Position: Q2 2026 in Review

Morling Financial Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 249 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings. This is a return to the name: Morling Financial Advisors previously reported a position in IEFA as recently as Q1 2022.

Morling Financial Advisors first reported a position in IEFA in Q1 2022 and has held it in 2 quarters since. The position peaked at $229K in Q1 2022. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Morling Financial Advisors held 249 shares of iShares Core MSCI EAFE ETF worth $24K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Morling Financial Advisors position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • Morling Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 2 quarters since.
  • Morling Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $229K in Q1 2022.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.