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
2023 Q1	–	Sell	-72,265	Closed	-$4.45M	–	363
2022 Q4	$4.45M	Sell	72,265 -4,724	-6%	-$278K	3.81%	4
2022 Q3	$4.05M	Sell	76,989 -5,760	-7%	-$339K	3.7%	4
2022 Q2	$4.87M	Buy	+82,749	New	+$5.31M	4.19%	3
2022 Q1	–	Sell	-60,026	Closed	-$4.48M	–	374
2021 Q4	$4.48M	Buy	+60,026	New	+$4.51M	3.64%	3

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

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. 2,456 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.
2,456 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.