Northeast Financial Consultants’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Northeast Financial Consultants’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
2025 Q2	$1.36M	Buy	16,348 +577	+4%	+$45.8K	0.06%	135
2025 Q1	$1.19M	Sell	15,771 -1,269	-7%	-$94.9K	0.05%	138
2024 Q4	$1.2M	Sell	17,040 -1,269	-7%	-$93.6K	0.05%	140
2024 Q3	$1.43M	Sell	18,309 -330	-2%	-$24.7K	0.06%	132
2024 Q2	$1.35M	Hold	18,639	–	–	0.06%	127
2024 Q1	$1.38M	Sell	18,639 -140	-0.7%	-$9.97K	0.07%	122
2023 Q4	$1.32M	Sell	18,779 -110	-0.6%	-$7.25K	0.07%	122
2023 Q3	$1.22M	Hold	18,889	–	–	0.08%	125
2023 Q2	$1.28M	Hold	18,889	–	–	0.08%	121
2023 Q1	$1.26M	Sell	18,889 -744	-4%	-$48.8K	0.08%	124
2022 Q4	$1.21M	Sell	19,633 -25,397	-56%	-$1.49M	0.08%	127
2022 Q3	$2.37M	Sell	45,030 -3,800	-8%	-$223K	0.17%	83
2022 Q2	$2.87M	Buy	48,830 +1,756	+4%	+$113K	0.2%	75
2022 Q1	$3.27M	Buy	47,074 +30,776	+189%	+$2.18M	0.19%	77
2021 Q4	$1.22M	Buy	16,298 +5,509	+51%	+$414K	0.07%	142
2021 Q3	$801K	Buy	10,789 +841	+8%	+$64K	0.05%	179
2021 Q2	$745K	Buy	9,948 +366	+4%	+$27.6K	0.05%	183
2021 Q1	$690K	Buy	9,582 +531	+6%	+$37.9K	0.05%	174
2020 Q4	$625K	Hold	9,051	–	–	0.05%	173
2020 Q3	$546K	Buy	+9,051	New	+$546K	0.05%	169

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northeast Financial Consultants's IEFA Position: Q2 2025 in Review

Northeast Financial Consultants increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q2 2025, buying an estimated $45.8K and bringing the position to 16,348 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #135.

Northeast Financial Consultants first reported a position in IEFA in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.27M in Q1 2022. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Northeast Financial Consultants held 16,348 shares of iShares Core MSCI EAFE ETF worth $1.36M as of Q2 2025.
Northeast Financial Consultants bought 577 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $45.8K.
iShares Core MSCI EAFE ETF made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #135 holding.
Northeast Financial Consultants first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 20 quarters since.
Northeast Financial Consultants's iShares Core MSCI EAFE ETF position peaked at $3.27M in Q1 2022.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.