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

Prospera 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 		$6.66M Buy
68,894
+4,793
+7% +$460K 0.1% 224
2026
Q1 		$5.81M Buy
64,101
+85
+0.1% +$7.93K 0.09% 240
2025
Q4 		$5.73M Sell
64,016
-2,988
-4% -$264K 0.09% 219
2025
Q3 		$5.85M Buy
67,004
+1,018
+2% +$86.5K 0.1% 222
2025
Q2 		$5.51M Buy
65,986
+9,342
+16% +$741K 0.1% 209
2025
Q1 		$4.29M Sell
56,644
-2,909
-5% -$218K 0.1% 223
2024
Q4 		$4.19M Sell
59,553
-92
-0.2% -$6.79K 0.1% 224
2024
Q3 		$4.66M Sell
59,645
-7,585
-11% -$568K 0.12% 189
2024
Q2 		$4.89M Sell
67,230
-6,735
-9% -$496K 0.14% 166
2024
Q1 		$5.49M Sell
73,965
-24,073
-25% -$1.71M 0.16% 135
2023
Q4 		$6.9M Buy
98,038
+47,043
+92% +$3.1M 0.23% 101
2023
Q3 		$3.28M Buy
50,995
+19,340
+61% +$1.29M 0.13% 181
2023
Q2 		$2.14M Buy
31,655
+2,318
+8% +$157K 0.08% 255
2023
Q1 		$1.96M Sell
29,337
-1,970
-6% -$129K 0.08% 276
2022
Q4 		$1.93M Sell
31,307
-2,711
-8% -$160K 0.1% 234
2022
Q3 		$1.79M Sell
34,018
-932
-3% -$54.8K 0.09% 250
2022
Q2 		$2.06M Sell
34,950
-7,678
-18% -$493K 0.1% 239
2022
Q1 		$2.96M Sell
42,628
-20,345
-32% -$1.44M 0.12% 202
2021
Q4 		$4.7M Buy
62,973
+4,757
+8% +$358K 0.2% 115
2021
Q3 		$4.32M Buy
58,216
+20,348
+54% +$1.55M 0.22% 112
2021
Q2 		$2.84M Sell
37,868
-1,426
-4% -$108K 0.14% 184
2021
Q1 		$2.83M Buy
39,294
+13,280
+51% +$949K 0.17% 152
2020
Q4 		$1.8M Buy
+26,014
New +$1.68M 0.12% 203
2020
Q3 		– Sell
-26,599
Closed -$1.52M – 1649
2020
Q2 		$1.52M Sell
26,599
-523
-2% -$28.3K 0.13% 191
2020
Q1 		$1.35M Buy
27,122
+64
+0.2% +$3.81K 0.14% 171
2019
Q4 		$1.76M Sell
27,058
-3
-0% -$190 0.14% 188
2019
Q3 		$1.65M Buy
27,061
+9,670
+56% +$584K 0.17% 127
2019
Q2 		$1.07M Buy
17,391
+5,002
+40% +$306K 0.12% 156
2019
Q1 		$769K Buy
12,389
+5,766
+87% +$340K 0.25% 113
2018
Q4 		$371K Sell
6,623
-502
-7% -$29.4K 0.07% 248
2018
Q3 		$449K Sell
7,125
-5,626
-44% -$359K 0.08% 229
2018
Q2 		$809K Sell
12,751
-3,349
-21% -$222K 0.11% 165
2018
Q1 		$1.06M Buy
16,100
+543
+3% +$36.5K 0.15% 136
2017
Q4 		$1.05M Buy
15,557
+431
+3% +$28.1K 0.16% 122
2017
Q3 		$972K Buy
15,126
+2,160
+17% +$135K 0.15% 131
2017
Q2 		$785K Buy
+12,966
New +$783K 0.13% 159

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

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

Prospera Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.5% in Q2 2026, buying an estimated $460K and bringing the position to 68,894 shares worth $6.66M. The position accounts for 0.1% of the portfolio, ranked #224.

Prospera Financial Services first reported a position in IEFA in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.9M in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Prospera Financial Services held 68,894 shares of iShares Core MSCI EAFE ETF worth $6.66M as of Q2 2026.
  • Prospera Financial Services bought 4,793 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $460K.
  • iShares Core MSCI EAFE ETF made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #224 holding.
  • Prospera Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
  • Prospera Financial Services's iShares Core MSCI EAFE ETF position peaked at $6.9M in Q4 2023.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.