Mosaic Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mosaic Financial Group’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	$364K	Buy	3,772 +38	+1%	+$3.65K	0.23%	89
2026 Q1	$338K	Hold	3,734	–	–	0.24%	87
2025 Q4	$334K	Buy	3,734 +43	+1%	+$3.8K	0.23%	90
2025 Q3	$322K	Hold	3,691	–	–	0.23%	89
2025 Q2	$308K	Buy	3,691 +40	+1%	+$3.17K	0.24%	87
2025 Q1	$276K	Hold	3,651	–	–	0.22%	95
2024 Q4	$257K	Buy	3,651 +35	+1%	+$2.58K	0.18%	100
2024 Q3	$282K	Sell	3,616 -700	-16%	-$52.4K	0.2%	93
2024 Q2	$314K	Buy	4,316 +39	+0.9%	+$2.87K	0.23%	83
2024 Q1	$317K	Buy	+4,277	New	+$304K	0.25%	82

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

Mosaic Financial Group's IEFA Position: Q2 2026 in Review

Mosaic Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q2 2026, buying an estimated $3.65K and bringing the position to 3,772 shares worth $364K. The position accounts for 0.23% of the portfolio, ranked #89.

Mosaic Financial Group first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Mosaic Financial Group held 3,772 shares of iShares Core MSCI EAFE ETF worth $364K as of Q2 2026.
Mosaic Financial Group bought 38 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.65K.
iShares Core MSCI EAFE ETF made up 0.23% of Mosaic Financial Group's portfolio in Q2 2026, its #89 holding.
Mosaic Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.