PKS Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PKS Advisory Services’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	$6.39M	Sell	66,208 -4,463	-6%	-$429K	1.02%	13
2026 Q1	$6.4M	Buy	70,671 +847	+1%	+$79.1K	1.49%	8
2025 Q4	$6.25M	Sell	69,824 -4,777	-6%	-$422K	1.42%	8
2025 Q3	$6.51M	Buy	74,601 +17,660	+31%	+$1.5M	1.36%	9
2025 Q2	$4.75M	Sell	56,941 -4,511	-7%	-$358K	1.17%	10
2025 Q1	$4.67M	Buy	61,452 +12,564	+26%	+$939K	1.28%	10
2024 Q4	$3.44M	Buy	+48,888	New	+$3.61M	0.86%	19

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

PKS Advisory Services's IEFA Position: Q2 2026 in Review

PKS Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.3% in Q2 2026, selling an estimated $429K and leaving 66,208 shares worth $6.39M. The position accounts for 1.02% of the portfolio, ranked #13.

PKS Advisory Services first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.51M in Q3 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

PKS Advisory Services held 66,208 shares of iShares Core MSCI EAFE ETF worth $6.39M as of Q2 2026.
PKS Advisory Services sold 4,463 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $429K.
iShares Core MSCI EAFE ETF made up 1.02% of PKS Advisory Services's portfolio in Q2 2026, its #13 holding.
PKS Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's iShares Core MSCI EAFE ETF position peaked at $6.51M in Q3 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.