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

One Degree 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 		$6.29M Buy
65,430
+2,329
+4% +$224K 1.4% 19
2026
Q1 		$5.71M Buy
63,101
+2,096
+3% +$196K 1.5% 18
2025
Q4 		$5.46M Buy
61,005
+3,809
+7% +$337K 1.5% 18
2025
Q3 		$4.99M Buy
57,196
+11,330
+25% +$963K 1.53% 17
2025
Q2 		$3.83M Sell
45,866
-10,441
-19% -$829K 1.36% 19
2025
Q1 		$4.26M Sell
56,307
-1,136
-2% -$84.9K 1.75% 18
2024
Q4 		$4.3M Buy
57,443
+5,745
+11% +$424K 1.75% 18
2024
Q3 		$4.04M Buy
51,698
+951
+2% +$71.2K 1.71% 18
2024
Q2 		$3.69M Sell
50,747
-2,301
-4% -$169K 1.78% 17
2024
Q1 		$3.94M Buy
53,048
+131
+0.2% +$9.32K 1.96% 15
2023
Q4 		$3.68M Buy
+52,917
New +$3.49M 1.88% 18

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

One Degree Advisors's IEFA Position: Q2 2026 in Review

One Degree Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q2 2026, buying an estimated $224K and bringing the position to 65,430 shares worth $6.29M. The position accounts for 1.4% of the portfolio, ranked #19.

One Degree Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • One Degree Advisors held 65,430 shares of iShares Core MSCI EAFE ETF worth $6.29M as of Q2 2026.
  • One Degree Advisors bought 2,329 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $224K.
  • iShares Core MSCI EAFE ETF made up 1.4% of One Degree Advisors's portfolio in Q2 2026, its #19 holding.
  • One Degree Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.