NFG
IEFA icon

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

Nations 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 		$10.7M Buy
110,385
+3,111
+3% +$299K 0.51% 41
2026
Q1 		$9.71M Buy
107,274
+2,536
+2% +$237K 0.5% 39
2025
Q4 		$9.37M Buy
104,738
+4,630
+5% +$409K 0.49% 38
2025
Q3 		$8.74M Buy
100,108
+4,373
+5% +$372K 0.54% 34
2025
Q2 		$7.99M Buy
95,735
+3,332
+4% +$264K 0.55% 35
2025
Q1 		$6.99M Buy
92,403
+18,831
+26% +$1.41M 0.53% 37
2024
Q4 		$5.17M Buy
73,572
+1,736
+2% +$128K 0.38% 63
2024
Q3 		$5.61M Buy
71,836
+1,702
+2% +$127K 0.41% 53
2024
Q2 		$5.09M Buy
70,134
+2,051
+3% +$151K 0.42% 52
2024
Q1 		$5.05M Buy
68,083
+17,594
+35% +$1.25M 0.43% 52
2023
Q4 		$3.55M Buy
50,489
+3,498
+7% +$231K 0.33% 68
2023
Q3 		$3.02M Buy
46,991
+1,965
+4% +$132K 0.3% 73
2023
Q2 		$3.04M Buy
45,026
+3,977
+10% +$270K 0.3% 77
2023
Q1 		$2.74M Buy
41,049
+1,933
+5% +$127K 0.29% 86
2022
Q4 		$2.41M Sell
39,116
-1,845
-5% -$109K 0.27% 94
2022
Q3 		$2.16M Sell
40,961
-3,139
-7% -$185K 0.31% 74
2022
Q2 		$2.6M Buy
44,100
+2,027
+5% +$130K 0.35% 73
2022
Q1 		$2.92M Buy
42,073
+11,887
+39% +$841K 0.35% 63
2021
Q4 		$2.25M Sell
30,186
-615
-2% -$46.2K 0.3% 80
2021
Q3 		$2.29M Buy
30,801
+691
+2% +$52.6K 0.35% 61
2021
Q2 		$2.25M Buy
30,110
+1,722
+6% +$130K 0.38% 61
2021
Q1 		$2.04M Buy
28,388
+1,937
+7% +$138K 0.47% 42
2020
Q4 		$1.83M Sell
26,451
-1,292
-5% -$83.5K 0.48% 43
2020
Q3 		$1.67M Buy
27,743
+20
+0.1% +$1.21K 0.52% 44
2020
Q2 		$1.58M Sell
27,723
-1,945
-7% -$105K 0.56% 40
2020
Q1 		$1.48M Sell
29,668
-776
-3% -$46.2K 0.63% 38
2019
Q4 		$1.99M Buy
30,444
+329
+1% +$20.9K 0.68% 27
2019
Q3 		$1.9M Buy
30,115
+25,851
+606% +$1.56M 0.68% 30
2019
Q2 		$262K Buy
4,264
+319
+8% +$19.5K 0.17% 145
2019
Q1 		$240K Sell
3,945
-32
-0.8% -$1.89K 0.16% 149
2018
Q4 		$219K Buy
+3,977
New +$233K 0.18% 144

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 22.96% 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

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

Nations Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, buying an estimated $299K and bringing the position to 110,385 shares worth $10.7M. The position accounts for 0.51% of the portfolio, ranked #41.

Nations Financial Group first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Nations Financial Group held 110,385 shares of iShares Core MSCI EAFE ETF worth $10.7M as of Q2 2026.
  • Nations Financial Group bought 3,111 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $299K.
  • iShares Core MSCI EAFE ETF made up 0.51% of Nations Financial Group's portfolio in Q2 2026, its #41 holding.
  • Nations Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.