PFS Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PFS Partners’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	$81.3K	Buy	842 +1	+0.1%	+$96	0.03%	154
2026 Q1	$76.1K	Hold	841	–	–	0.03%	142
2025 Q4	$75.2K	Buy	841 +1	+0.1%	+$88	0.03%	141
2025 Q3	$73.3K	Hold	840	–	–	0.03%	138
2025 Q2	$70.1K	Buy	840 +1	+0.1%	+$79	0.04%	137
2025 Q1	$63.5K	Hold	839	–	–	0.03%	132
2024 Q4	$59K	Buy	839 +1	+0.1%	+$74	0.03%	134
2024 Q3	$65.4K	Hold	838	–	–	0.04%	121
2024 Q2	$60.9K	Buy	838 +1	+0.1%	+$74	0.04%	112
2024 Q1	$62.1K	Sell	837 -321	-28%	-$22.9K	0.04%	110
2023 Q4	$81.5K	Buy	1,158 +5	+0.4%	+$330	0.06%	102
2023 Q3	$74.2K	Hold	1,153	–	–	0.07%	83
2023 Q2	$77.8K	Buy	1,153 +314	+37%	+$21.3K	0.07%	83
2023 Q1	$56.1K	Hold	839	–	–	0.05%	88
2022 Q4	$51.7K	Hold	839	–	–	0.05%	89
2022 Q3	$44.2K	Hold	839	–	–	0.05%	92
2022 Q2	$49.4K	Buy	839 +1	+0.1%	+$64	0.05%	87
2022 Q1	$58.2K	Sell	838 -3	-0.4%	-$212	0.05%	84
2021 Q4	$62.8K	Buy	+841	New	+$63.2K	0.05%	82

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

PFS Partners's IEFA Position: Q2 2026 in Review

PFS Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.12% in Q2 2026, buying an estimated $96 and bringing the position to 842 shares worth $81.3K. The position accounts for 0.03% of the portfolio, ranked #154.

PFS Partners first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $81.5K in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

PFS Partners held 842 shares of iShares Core MSCI EAFE ETF worth $81.3K as of Q2 2026.
PFS Partners bought 1 iShares Core MSCI EAFE ETF share in Q2 2026, an estimated $96.
iShares Core MSCI EAFE ETF made up 0.03% of PFS Partners's portfolio in Q2 2026, its #154 holding.
PFS Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
PFS Partners's iShares Core MSCI EAFE ETF position peaked at $81.5K in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.