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

PSI 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
2025
Q2 		– Sell
-1,291
Closed -$97.7K – 368
2025
Q1 		$97.7K Sell
1,291
-993
-43% -$74.3K 0.03% 171
2024
Q4 		$161K Buy
2,284
+435
+24% +$32.1K 0.05% 143
2024
Q3 		$144K Sell
1,849
-528
-22% -$39.5K 0.04% 149
2024
Q2 		$173K Hold
2,377
– – 0.05% 134
2024
Q1 		$176K Buy
2,377
+381
+19% +$27.1K 0.06% 137
2023
Q4 		$140K Hold
1,996
– – 0.05% 153
2023
Q3 		$128K Buy
1,996
+347
+21% +$23.2K 0.06% 159
2023
Q2 		$111K Buy
1,649
+107
+7% +$7.26K 0.05% 158
2023
Q1 		$103K Sell
1,542
-27
-2% -$1.77K 0.05% 156
2022
Q4 		$96.7K Sell
1,569
-280
-15% -$16.5K 0.05% 153
2022
Q3 		$97K Sell
1,849
-76
-4% -$4.47K 0.05% 162
2022
Q2 		$113K Hold
1,925
– – 0.06% 163
2022
Q1 		$134K Sell
1,925
-126
-6% -$8.91K 0.06% 167
2021
Q4 		$153K Sell
2,051
-28
-1% -$2.1K 0.06% 165
2021
Q3 		$154K Buy
+2,079
New +$158K 0.07% 157
2020
Q1 		– Sell
-3,845
Closed -$250K – 313
2019
Q4 		$250K Buy
+3,845
New +$244K 0.16% 117

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PSI Advisors's IEFA Position: Q2 2025 in Review

PSI Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 1,291 shares — an estimated $97.7K sold.

PSI Advisors first reported a position in IEFA in Q4 2019 and held it in 16 quarters. The position peaked at $250K in Q4 2019. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • PSI Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,291 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $97.7K.
  • PSI Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's iShares Core MSCI EAFE ETF position peaked at $250K in Q4 2019.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.