Optivise Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Optivise Advisory Services’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	$440K	Buy	4,553 +389	+9%	+$37.4K	0.22%	119
2026 Q1	$377K	Buy	4,164 +880	+27%	+$82.1K	0.23%	108
2025 Q4	$294K	Buy	+3,284	New	+$290K	0.17%	138
2025 Q3	–	Sell	-5,207	Closed	-$435K	–	216
2025 Q2	$435K	Buy	5,207 +351	+7%	+$27.9K	0.22%	108
2025 Q1	$367K	Buy	4,856 +342	+8%	+$25.6K	0.21%	107
2024 Q4	$317K	Buy	4,514 +400	+10%	+$29.5K	0.17%	121
2024 Q3	$321K	Buy	4,114 +114	+3%	+$8.53K	0.17%	116
2024 Q2	$291K	Buy	+4,000	New	+$294K	0.16%	133

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Optivise Advisory Services's IEFA Position: Q2 2026 in Review

Optivise Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.3% in Q2 2026, buying an estimated $37.4K and bringing the position to 4,553 shares worth $440K. The position accounts for 0.22% of the portfolio, ranked #119.

Optivise Advisory Services first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. 918 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Optivise Advisory Services held 4,553 shares of iShares Core MSCI EAFE ETF worth $440K as of Q2 2026.
Optivise Advisory Services bought 389 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $37.4K.
iShares Core MSCI EAFE ETF made up 0.22% of Optivise Advisory Services's portfolio in Q2 2026, its #119 holding.
Optivise Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
918 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.