NA
IEFA icon

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

Novus 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 		$1.11M Sell
11,495
-3
-0% -$288 2.31% 12
2026
Q1 		$1.04M Sell
11,498
-485
-4% -$45.3K 2.33% 11
2025
Q4 		$1.07M Sell
11,983
-18
-0.1% -$1.59K 2.4% 11
2025
Q3 		$1.05M Sell
12,001
-9
-0.1% -$765 2.41% 12
2025
Q2 		$1M Sell
12,010
-875
-7% -$69.4K 1.53% 17
2025
Q1 		$975K Sell
12,885
-108
-0.8% -$8.08K 0.98% 26
2024
Q4 		$913K Buy
+12,993
New +$959K 0.91% 27

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Novus Advisors's IEFA Position: Q2 2026 in Review

Novus Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.03% in Q2 2026, selling an estimated $288 and leaving 11,495 shares worth $1.11M. The position accounts for 2.31% of the portfolio, ranked #12.

Novus Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Novus Advisors held 11,495 shares of iShares Core MSCI EAFE ETF worth $1.11M as of Q2 2026.
  • Novus Advisors sold 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
  • iShares Core MSCI EAFE ETF made up 2.31% of Novus Advisors's portfolio in Q2 2026, its #12 holding.
  • Novus Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.