PFG Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PFG Investments’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	$6.26M	Buy	64,828 +3,642	+6%	+$350K	0.24%	78
2026 Q1	$5.54M	Buy	61,186 +1,300	+2%	+$121K	0.26%	72
2025 Q4	$5.36M	Buy	59,886 +10,413	+21%	+$921K	0.25%	71
2025 Q3	$4.32M	Buy	49,473 +3,410	+7%	+$290K	0.22%	86
2025 Q2	$3.85M	Buy	46,063 +4,375	+10%	+$347K	0.23%	83
2025 Q1	$3.15M	Buy	41,688 +2,345	+6%	+$175K	0.2%	90
2024 Q4	$2.76M	Buy	39,343 +1,771	+5%	+$131K	0.17%	102
2024 Q3	$2.93M	Buy	37,572 +22,873	+156%	+$1.71M	0.19%	96
2024 Q2	$1.07M	Sell	14,699 -3,280	-18%	-$241K	0.08%	250
2024 Q1	$1.33M	Buy	17,979 +10,605	+144%	+$755K	0.08%	271
2023 Q4	$519K	Sell	7,374 -1,283	-15%	-$84.6K	0.1%	238
2023 Q3	$557K	Buy	8,657 +102	+1%	+$6.83K	0.1%	211
2023 Q2	$577K	Buy	8,555 +327	+4%	+$22.2K	0.1%	213
2023 Q1	$550K	Buy	+8,228	New	+$539K	0.11%	206

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

PFG Investments's IEFA Position: Q2 2026 in Review

PFG Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q2 2026, buying an estimated $350K and bringing the position to 64,828 shares worth $6.26M. The position accounts for 0.24% of the portfolio, ranked #78.

PFG Investments first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

PFG Investments held 64,828 shares of iShares Core MSCI EAFE ETF worth $6.26M as of Q2 2026.
PFG Investments bought 3,642 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $350K.
iShares Core MSCI EAFE ETF made up 0.24% of PFG Investments's portfolio in Q2 2026, its #78 holding.
PFG Investments first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.