Phillips Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.11M | Hold |
32,213
| – | – | 0.23% | 61 |
|
|
2026
Q1 | $2.92M | Sell |
32,213
-5,385
| -14% | -$503K | 0.21% | 68 |
|
|
2025
Q4 | $3.36M | Sell |
37,598
-474
| -1% | -$41.9K | 0.22% | 64 |
|
|
2025
Q3 | $3.32M | Sell |
38,072
-1,821
| -5% | -$155K | 0.22% | 64 |
|
|
2025
Q2 | $3.33M | Buy |
39,893
+2,686
| +7% | +$213K | 0.24% | 62 |
|
|
2025
Q1 | $2.81M | Sell |
37,207
-108
| -0.3% | -$8.08K | 0.22% | 64 |
|
|
2024
Q4 | $2.62M | Sell |
37,315
-6,521
| -15% | -$481K | 0.21% | 67 |
|
|
2024
Q3 | $3.42M | Sell |
43,836
-227
| -0.5% | -$17K | 0.27% | 60 |
|
|
2024
Q2 | $3.2M | Buy |
44,063
+443
| +1% | +$32.6K | 0.26% | 65 |
|
|
2024
Q1 | $3.24M | Sell |
43,620
-763
| -2% | -$54.3K | 0.27% | 63 |
|
|
2023
Q4 | $3.12M | Sell |
44,383
-964
| -2% | -$63.5K | 0.27% | 64 |
|
|
2023
Q3 | $2.92M | Sell |
45,347
-553
| -1% | -$37K | 0.28% | 64 |
|
|
2023
Q2 | $3.1M | Sell |
45,900
-280
| -0.6% | -$19K | 0.29% | 62 |
|
|
2023
Q1 | $3.09M | Sell |
46,180
-1,152
| -2% | -$75.5K | 0.3% | 61 |
|
|
2022
Q4 | $2.92M | Sell |
47,332
-18,682
| -28% | -$1.1M | 0.3% | 64 |
|
|
2022
Q3 | $3.48M | Sell |
66,014
-22,323
| -25% | -$1.31M | 0.38% | 54 |
|
|
2022
Q2 | $5.2M | Sell |
88,337
-4,916
| -5% | -$315K | 0.56% | 40 |
|
|
2022
Q1 | $6.48M | Buy |
93,253
+5,550
| +6% | +$393K | 0.61% | 35 |
|
|
2021
Q4 | $6.55M | Buy |
87,703
+6,385
| +8% | +$480K | 0.64% | 34 |
|
|
2021
Q3 | $6.04M | Sell |
81,318
-25
| -0% | -$1.9K | 0.63% | 37 |
|
|
2021
Q2 | $6.09M | Sell |
81,343
-451
| -0.6% | -$34K | 0.63% | 34 |
|
|
2021
Q1 | $5.89M | Sell |
81,794
-189
| -0.2% | -$13.5K | 0.72% | 31 |
|
|
2020
Q4 | $5.66M | Sell |
81,983
-825
| -1% | -$53.3K | 0.77% | 30 |
|
|
2020
Q3 | $4.99M | Buy |
82,808
+5,628
| +7% | +$339K | 0.78% | 30 |
|
|
2020
Q2 | $4.41M | Buy |
77,180
+36,479
| +90% | +$1.98M | 0.72% | 32 |
|
|
2020
Q1 | $1.94M | Buy |
40,701
+9,084
| +29% | +$541K | 0.38% | 47 |
|
|
2019
Q4 | $2.06M | Sell |
31,617
-259
| -0.8% | -$16.4K | 0.34% | 49 |
|
|
2019
Q3 | $1.95M | Sell |
31,876
-1,968
| -6% | -$119K | 0.34% | 49 |
|
|
2019
Q2 | $2.09M | Sell |
33,844
-207
| -0.6% | -$12.7K | 0.38% | 47 |
|
|
2019
Q1 | $2.1M | Hold |
34,051
| – | – | 0.4% | 46 |
|
|
2018
Q4 | $1.87M | Buy |
34,051
+19,457
| +133% | +$1.14M | 0.4% | 44 |
|
|
2018
Q3 | $937K | Sell |
14,594
-866
| -6% | -$55.2K | 0.19% | 60 |
|
|
2018
Q2 | $970K | Sell |
15,460
-155
| -1% | -$10.3K | 0.2% | 56 |
|
|
2018
Q1 | $1.02M | Buy |
+15,615
| New | +$1.05M | 0.22% | 54 |
|
Other funds holding IEFA
Phillips Financial Management's IEFA Position: Q2 2026 in Review
Phillips Financial Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 32,213 shares worth $3.11M. The position accounts for 0.23% of the portfolio, ranked #61.
Phillips Financial Management first reported a position in IEFA in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.55M in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Phillips Financial Management held 32,213 shares of iShares Core MSCI EAFE ETF worth $3.11M as of Q2 2026.
- Phillips Financial Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
- iShares Core MSCI EAFE ETF made up 0.23% of Phillips Financial Management's portfolio in Q2 2026, its #61 holding.
- Phillips Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 34 quarters since.
- Phillips Financial Management's iShares Core MSCI EAFE ETF position peaked at $6.55M in Q4 2021.
- 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.