POM Investment Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

POM Investment Strategies’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	$291K	Buy	3,017 +131	+5%	+$12.6K	0.33%	29
2026 Q1	$261K	Sell	2,886 -90,534	-97%	-$8.45M	0.32%	40
2025 Q4	$8.36M	Buy	93,420 +8,323	+10%	+$736K	4.3%	9
2025 Q3	$7.43M	Buy	85,097 +22,814	+37%	+$1.94M	4.04%	9
2025 Q2	$5.2M	Buy	62,283 +16,030	+35%	+$1.27M	3.72%	12
2025 Q1	$3.5M	Buy	+46,253	New	+$3.46M	4.09%	10
2024 Q4	–	Sell	-92	Closed	-$7.18K	–	360
2024 Q3	$7.18K	Buy	+92	New	+$6.89K	0.01%	153

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

POM Investment Strategies's IEFA Position: Q2 2026 in Review

POM Investment Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,017 shares worth $291K. The position accounts for 0.33% of the portfolio, ranked #29.

POM Investment Strategies first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.36M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

POM Investment Strategies held 3,017 shares of iShares Core MSCI EAFE ETF worth $291K as of Q2 2026.
POM Investment Strategies bought 131 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.6K.
iShares Core MSCI EAFE ETF made up 0.33% of POM Investment Strategies's portfolio in Q2 2026, its #29 holding.
POM Investment Strategies first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
POM Investment Strategies's iShares Core MSCI EAFE ETF position peaked at $8.36M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.