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

Pathway Financial 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	$37.8M	Buy	388,506 +20,496	+6%	+$1.97M	4.41%	6
2026 Q1	$33.6M	Buy	368,010 +82,752	+29%	+$7.72M	4.16%	7
2025 Q4	$26.1M	Buy	285,258 +35,060	+14%	+$3.1M	3.28%	9
2025 Q3	$21.8M	Buy	250,198 +129,234	+107%	+$11M	2.91%	11
2025 Q2	$10.1M	Buy	120,964 +88,696	+275%	+$7.04M	1.48%	15
2025 Q1	$2.44M	Buy	32,268 +17,399	+117%	+$1.3M	0.44%	29
2024 Q4	$1.05M	Buy	14,869 +5,669	+62%	+$418K	0.24%	53
2024 Q3	$718K	Buy	9,200 +6,434	+233%	+$482K	0.18%	65
2024 Q2	$201K	Buy	+2,766	New	+$204K	0.05%	163
2022 Q3	–	Sell	-3,640	Closed	-$214K	–	136
2022 Q2	$214K	Hold	3,640	–	–	0.09%	121
2022 Q1	$253K	Hold	3,640	–	–	0.09%	119
2021 Q4	$261K	Buy	+3,640	New	+$274K	0.09%	113
2021 Q1	$277K	Hold	3,640	–	–	0.11%	99
2020 Q4	$256K	Hold	3,640	–	–	0.11%	92
2020 Q3	$221K	Sell	3,640 -13,427	-79%	-$810K	0.09%	96
2020 Q2	$976K	Sell	17,067 -192	-1%	-$10.4K	0.29%	31
2020 Q1	$819K	Hold	17,259	–	–	0.27%	31
2019 Q4	$1.13M	Sell	17,259 -262	-1%	-$16.6K	0.32%	34
2019 Q3	$1.12M	Sell	17,521 -1,111	-6%	-$67.1K	0.32%	36
2019 Q2	$1.14M	Buy	18,632 +751	+4%	+$46K	0.34%	35
2019 Q1	$1.09M	Sell	17,881 -1,699	-9%	-$100K	0.34%	34
2018 Q4	$1.08M	Hold	19,580	–	–	0.61%	28
2018 Q3	$1.11M	Hold	19,580	–	–	0.62%	27
2018 Q2	$1.24M	Hold	19,580	–	–	0.73%	25
2018 Q1	$1.29M	Hold	19,580	–	–	0.75%	25
2017 Q4	$1.29M	Buy	+19,580	New	+$1.28M	0.75%	26

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

Pathway Financial Advisors's IEFA Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.6% in Q2 2026, buying an estimated $1.97M and bringing the position to 388,506 shares worth $37.8M. The position accounts for 4.41% of the portfolio, ranked #6.

Pathway Financial Advisors first reported a position in IEFA in Q4 2017 and has held it in 26 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Pathway Financial Advisors held 388,506 shares of iShares Core MSCI EAFE ETF worth $37.8M as of Q2 2026.
Pathway Financial Advisors bought 20,496 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.97M.
iShares Core MSCI EAFE ETF made up 4.41% of Pathway Financial Advisors's portfolio in Q2 2026, its #6 holding.
Pathway Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 26 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.