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

Prism Advisors’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 		$5.19M Sell
53,738
-437
-0.8% -$42K 1.26% 23
2026
Q1 		$4.9M Buy
54,175
+1
+0% +$93 1.31% 22
2025
Q4 		$4.85M Sell
54,174
-134
-0.2% -$11.8K 1.29% 22
2025
Q3 		$4.74M Sell
54,308
-1,020
-2% -$86.7K 1.28% 26
2025
Q2 		$4.62M Buy
55,328
+12
+0% +$952 1.32% 27
2025
Q1 		$4.18M Sell
55,316
-1,171
-2% -$87.6K 1.29% 22
2024
Q4 		$3.97M Buy
56,487
+269
+0.5% +$19.8K 1.19% 24
2024
Q3 		$4.39M Sell
56,218
-1,226
-2% -$91.8K 1.26% 25
2024
Q2 		$4.17M Buy
57,444
+4
+0% +$294 1.27% 24
2024
Q1 		$4.26M Hold
57,440
– – 1.28% 20
2023
Q4 		$4.04M Sell
57,440
-216
-0.4% -$14.2K 1.3% 20
2023
Q3 		$3.71M Sell
57,656
-130
-0.2% -$8.7K 1.3% 20
2023
Q2 		$3.9M Buy
57,786
+172
+0.3% +$11.7K 1.31% 19
2023
Q1 		$3.85M Sell
57,614
-1,402
-2% -$91.9K 1.34% 19
2022
Q4 		$3.64M Sell
59,016
-3,998
-6% -$235K 1.33% 19
2022
Q3 		$3.32M Sell
63,014
-51
-0.1% -$3K 1.34% 20
2022
Q2 		$3.71M Sell
63,065
-37
-0.1% -$2.37K 1.41% 20
2022
Q1 		$4.39M Buy
63,102
+149
+0.2% +$10.5K 1.47% 19
2021
Q4 		$4.7M Sell
62,953
-547
-0.9% -$41.1K 1.54% 19
2021
Q3 		$4.71M Hold
63,500
– – 1.68% 19
2021
Q2 		$4.75M Sell
63,500
-172
-0.3% -$13K 1.65% 20
2021
Q1 		$4.59M Buy
63,672
+1,905
+3% +$136K 1.66% 19
2020
Q4 		$4.27M Buy
61,767
+65
+0.1% +$4.2K 1.61% 18
2020
Q3 		$3.72M Sell
61,702
-38,214
-38% -$2.3M 1.57% 18
2020
Q2 		$5.71M Buy
99,916
+2,471
+3% +$134K 2.55% 17
2020
Q1 		$4.86M Buy
+97,445
New +$5.8M 3.14% 9

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prism Advisors's IEFA Position: Q2 2026 in Review

Prism Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.81% in Q2 2026, selling an estimated $42K and leaving 53,738 shares worth $5.19M. The position accounts for 1.26% of the portfolio, ranked #23.

Prism Advisors first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.71M in Q2 2020. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Prism Advisors held 53,738 shares of iShares Core MSCI EAFE ETF worth $5.19M as of Q2 2026.
  • Prism Advisors sold 437 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $42K.
  • iShares Core MSCI EAFE ETF made up 1.26% of Prism Advisors's portfolio in Q2 2026, its #23 holding.
  • Prism Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • Prism Advisors's iShares Core MSCI EAFE ETF position peaked at $5.71M in Q2 2020.
  • 2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.