Morris Financial Concepts’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Morris Financial Concepts’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	$19.8M	Buy	204,757 +766	+0.4%	+$73.6K	6.06%	3
2026 Q1	$18.5M	Buy	203,991 +8,814	+5%	+$823K	6.27%	3
2025 Q4	$17.5M	Buy	195,177 +2,624	+1%	+$232K	6.12%	3
2025 Q3	$16.8M	Buy	192,553 +500	+0.3%	+$42.5K	6.07%	3
2025 Q2	$16M	Buy	192,053 +664	+0.3%	+$52.7K	6.36%	3
2025 Q1	$14.5M	Buy	191,389 +2,229	+1%	+$167K	6.08%	3
2024 Q4	$13.3M	Buy	189,160 +710	+0.4%	+$52.4K	5.7%	4
2024 Q3	$14.7M	Buy	188,450 +6,656	+4%	+$498K	6.32%	3
2024 Q2	$13.2M	Buy	181,794 +7,287	+4%	+$536K	6.32%	3
2024 Q1	$13M	Buy	174,507 +12,753	+8%	+$908K	6.63%	3
2023 Q4	$11.4M	Buy	161,754 +15,962	+11%	+$1.05M	6.5%	4
2023 Q3	$9.38M	Buy	145,792 +3,295	+2%	+$221K	6.23%	4
2023 Q2	$9.62M	Buy	142,497 +6,563	+5%	+$445K	6.22%	4
2023 Q1	$9.09M	Buy	135,934 +11,971	+10%	+$785K	6.4%	4
2022 Q4	$7.64M	Buy	123,963 +33,951	+38%	+$2M	6.17%	4
2022 Q3	$4.74M	Buy	90,012 +76,098	+547%	+$4.47M	4.91%	5
2022 Q2	$819K	Buy	+13,914	New	+$893K	0.78%	25

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

Morris Financial Concepts's IEFA Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.38% in Q2 2026, buying an estimated $73.6K and bringing the position to 204,757 shares worth $19.8M. The position accounts for 6.06% of the portfolio, ranked #3.

Morris Financial Concepts first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Morris Financial Concepts held 204,757 shares of iShares Core MSCI EAFE ETF worth $19.8M as of Q2 2026.
Morris Financial Concepts bought 766 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $73.6K.
iShares Core MSCI EAFE ETF made up 6.06% of Morris Financial Concepts's portfolio in Q2 2026, its #3 holding.
Morris Financial Concepts first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.