PAG
IEFA icon

Poinciana Advisors Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Poinciana Advisors Group’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 		$259K Hold
2,678
– – 0.19% 85
2026
Q1 		$242K Hold
2,678
– – 0.19% 103
2025
Q4 		$240K Hold
2,678
– – 0.19% 107
2025
Q3 		$234K Hold
2,678
– – 0.2% 100
2025
Q2 		$224K Buy
+2,678
New +$213K 0.2% 107

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Poinciana Advisors Group's IEFA Position: Q2 2026 in Review

Poinciana Advisors Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,678 shares worth $259K. The position accounts for 0.19% of the portfolio, ranked #85.

Poinciana Advisors Group first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Poinciana Advisors Group held 2,678 shares of iShares Core MSCI EAFE ETF worth $259K as of Q2 2026.
  • Poinciana Advisors Group left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.19% of Poinciana Advisors Group's portfolio in Q2 2026, its #85 holding.
  • Poinciana Advisors Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.