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

Operose 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	$4.91M	Buy	50,876 +19,272	+61%	+$1.85M	0.95%	17
2026 Q1	$2.86M	Buy	31,604 +1,458	+5%	+$136K	0.66%	21
2025 Q4	$2.7M	Buy	30,146 +450	+2%	+$39.8K	0.63%	23
2025 Q3	$2.59M	Buy	29,696 +115	+0.4%	+$9.77K	0.65%	24
2025 Q2	$2.47M	Buy	29,581 +772	+3%	+$61.3K	0.7%	21
2025 Q1	$2.18M	Buy	28,809 +154	+0.5%	+$11.5K	0.72%	20
2024 Q4	$2.01M	Buy	28,655 +18,397	+179%	+$1.36M	0.69%	24
2024 Q3	$801K	Sell	10,258 -26	-0.3%	-$1.95K	0.26%	54
2024 Q2	$747K	Buy	10,284 +67	+0.7%	+$4.93K	0.26%	49
2024 Q1	$758K	Buy	10,217 +198	+2%	+$14.1K	0.26%	56
2023 Q4	$705K	Buy	10,019 +3,700	+59%	+$244K	0.28%	41
2023 Q3	$407K	Buy	+6,319	New	+$423K	0.16%	62

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

Operose Advisors's IEFA Position: Q2 2026 in Review

Operose Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 61% in Q2 2026, buying an estimated $1.85M and bringing the position to 50,876 shares worth $4.91M. The position accounts for 0.95% of the portfolio, ranked #17.

Operose Advisors first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Operose Advisors held 50,876 shares of iShares Core MSCI EAFE ETF worth $4.91M as of Q2 2026.
Operose Advisors bought 19,272 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.85M.
iShares Core MSCI EAFE ETF made up 0.95% of Operose Advisors's portfolio in Q2 2026, its #17 holding.
Operose Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.