PFA
IEFA icon

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

Petra 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 		$401K Buy
+4,155
New +$399K 0.19% 119
2026
Q1 		– Sell
-4,197
Closed -$375K – 130
2025
Q4 		$375K Sell
4,197
-5
-0.1% -$442 0.22% 106
2025
Q3 		$367K Hold
4,202
– – 0.21% 109
2025
Q2 		$351K Sell
4,202
-1,457
-26% -$116K 0.22% 107
2025
Q1 		$428K Sell
5,659
-976
-15% -$73K 0.35% 64
2024
Q4 		$466K Sell
6,635
-2
-0% -$148 0.32% 86
2024
Q3 		$518K Sell
6,637
-33
-0.5% -$2.47K 0.34% 81
2024
Q2 		$485K Sell
6,670
-73
-1% -$5.37K 0.35% 78
2024
Q1 		$474K Hold
6,743
– – 0.35% 79
2023
Q4 		$474K Sell
6,743
-303
-4% -$20K 0.4% 74
2023
Q3 		$453K Buy
+7,046
New +$472K 0.38% 75
2023
Q2 		– Sell
-7,429
Closed -$497K – 117
2023
Q1 		$497K Sell
7,429
-230
-3% -$15.1K 0.49% 39
2022
Q4 		$472K Buy
+7,659
New +$451K 0.52% 51

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Petra Financial Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 4,155 shares worth $401K. The stake represents 0.19% of the portfolio and ranks #119 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in IEFA as recently as Q4 2025.

Petra Financial Advisors first reported a position in IEFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $518K in Q3 2024. 878 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Petra Financial Advisors held 4,155 shares of iShares Core MSCI EAFE ETF worth $401K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Petra Financial Advisors position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.19% of Petra Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Petra Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
  • Petra Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $518K in Q3 2024.
  • 878 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.