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

Penney Financial’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	$12.8M	Sell	132,569 -7,495	-5%	-$720K	4.48%	6
2026 Q1	$12.7M	Buy	140,064 +8,469	+6%	+$790K	4.87%	5
2025 Q4	$11.8M	Buy	131,595 +13,159	+11%	+$1.16M	4.54%	5
2025 Q3	$10.3M	Buy	118,436 +16,379	+16%	+$1.39M	4.63%	5
2025 Q2	$8.52M	Buy	102,057 +5,499	+6%	+$436K	4.33%	4
2025 Q1	$7.3M	Buy	96,558 +4,415	+5%	+$330K	4.8%	6
2024 Q4	$6.48M	Buy	92,143 +3,581	+4%	+$264K	4.34%	6
2024 Q3	$6.91M	Buy	88,562 +5,095	+6%	+$381K	4.71%	6
2024 Q2	$6.06M	Buy	83,467 +4,687	+6%	+$345K	4.43%	6
2024 Q1	$5.85M	Buy	78,780 +4,338	+6%	+$309K	4.32%	7
2023 Q4	$5.24M	Buy	+74,442	New	+$4.91M	4.33%	7

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

Penney Financial's IEFA Position: Q2 2026 in Review

Penney Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q2 2026, selling an estimated $720K and leaving 132,569 shares worth $12.8M. The position accounts for 4.48% of the portfolio, ranked #6.

Penney Financial first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Penney Financial held 132,569 shares of iShares Core MSCI EAFE ETF worth $12.8M as of Q2 2026.
Penney Financial sold 7,495 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $720K.
iShares Core MSCI EAFE ETF made up 4.48% of Penney Financial's portfolio in Q2 2026, its #6 holding.
Penney Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.