Paladin Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Paladin Advisory Group’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	$2.46M	Sell	25,481 -90	-0.4%	-$8.64K	1.63%	21
2026 Q1	$2.31M	Sell	25,571 -2,087	-8%	-$195K	1.76%	21
2025 Q4	$2.47M	Sell	27,658 -67,651	-71%	-$5.98M	1.81%	21
2025 Q3	$8.32M	Buy	95,309 +14,433	+18%	+$1.23M	6.49%	2
2025 Q2	$6.75M	Buy	80,876 +1,529	+2%	+$121K	5.16%	2
2025 Q1	$6M	Sell	79,347 -7,014	-8%	-$524K	4.8%	2
2024 Q4	$6.07M	Buy	86,361 +1,795	+2%	+$132K	4.65%	2
2024 Q3	$6.6M	Buy	84,566 +3,298	+4%	+$247K	4.87%	3
2024 Q2	$5.91M	Buy	81,268 +1,874	+2%	+$138K	4.61%	3
2024 Q1	$5.87M	Sell	79,394 -5,415	-6%	-$385K	4.64%	3
2023 Q4	$5.97M	Buy	84,809 +2,277	+3%	+$150K	4.93%	3
2023 Q3	$5.31M	Buy	82,532 +10,094	+14%	+$676K	4.48%	2
2023 Q2	$4.89M	Sell	72,438 -1,369	-2%	-$92.8K	3.92%	2
2023 Q1	$4.93M	Buy	+73,807	New	+$4.84M	4.1%	2
2022 Q2	–	Sell	-77,309	Closed	-$4.96M	–	377
2022 Q1	$5.43M	Buy	+77,309	New	+$5.47M	4.42%	2

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Paladin Advisory Group's IEFA Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.35% in Q2 2026, selling an estimated $8.64K and leaving 25,481 shares worth $2.46M. The position accounts for 1.63% of the portfolio, ranked #21.

Paladin Advisory Group first reported a position in IEFA in Q1 2022 and has held it in 15 quarters since. The position peaked at $8.32M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Paladin Advisory Group held 25,481 shares of iShares Core MSCI EAFE ETF worth $2.46M as of Q2 2026.
Paladin Advisory Group sold 90 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.64K.
iShares Core MSCI EAFE ETF made up 1.63% of Paladin Advisory Group's portfolio in Q2 2026, its #21 holding.
Paladin Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Core MSCI EAFE ETF position peaked at $8.32M in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.