Prospect Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Prospect Financial 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	$349K	Buy	3,612 +256	+8%	+$24.6K	0.18%	82
2026 Q1	$304K	Sell	3,356 -161	-5%	-$15K	0.19%	79
2025 Q4	$315K	Sell	3,517 -23	-0.6%	-$2.03K	0.18%	76
2025 Q3	$309K	Sell	3,540 -140	-4%	-$11.9K	0.18%	75
2025 Q2	$307K	Buy	3,680 +618	+20%	+$49K	0.19%	76
2025 Q1	$232K	Sell	3,062 -112	-4%	-$8.38K	0.13%	101
2024 Q4	$223K	Buy	3,174 +475	+18%	+$35K	0.12%	103
2024 Q3	$211K	Buy	+2,699	New	+$202K	0.13%	99

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

Prospect Financial Services's IEFA Position: Q2 2026 in Review

Prospect Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.6% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,612 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #82.

Prospect Financial Services first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,457 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Prospect Financial Services held 3,612 shares of iShares Core MSCI EAFE ETF worth $349K as of Q2 2026.
Prospect Financial Services bought 256 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $24.6K.
iShares Core MSCI EAFE ETF made up 0.18% of Prospect Financial Services's portfolio in Q2 2026, its #82 holding.
Prospect Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,457 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.