RDA Financial Network’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RDA Financial Network’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	$525K	Sell	5,439 -3,063	-36%	-$294K	0.11%	154
2026 Q1	$770K	Buy	8,502 +2,878	+51%	+$269K	0.19%	120
2025 Q4	$503K	Buy	5,624 +846	+18%	+$74.8K	0.12%	153
2025 Q3	$417K	Sell	4,778 -2,485	-34%	-$211K	0.1%	173
2025 Q2	$606K	Buy	7,263 +2,431	+50%	+$193K	0.16%	131
2025 Q1	$366K	Buy	4,832 +104	+2%	+$7.78K	0.11%	164
2024 Q4	$332K	Sell	4,728 -2,997	-39%	-$221K	0.1%	182
2024 Q3	$603K	Sell	7,725 -850	-10%	-$63.6K	0.19%	126
2024 Q2	$623K	Sell	8,575 -1,040	-11%	-$76.5K	0.2%	118
2024 Q1	$714K	Buy	9,615 +1,735	+22%	+$124K	0.24%	102
2023 Q4	$554K	Buy	7,880 +2,415	+44%	+$159K	0.21%	117
2023 Q3	$352K	Buy	5,465 +1,181	+28%	+$79.1K	0.15%	145
2023 Q2	$289K	Buy	4,284 +314	+8%	+$21.3K	0.12%	171
2023 Q1	$265K	Buy	3,970 +99	+3%	+$6.49K	0.12%	174
2022 Q4	$239K	Buy	+3,871	New	+$228K	0.12%	178

Other funds holding IEFA

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return