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

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

RDA Financial Network's IEFA Position: Q2 2026 in Review

RDA Financial Network reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 36% in Q2 2026, selling an estimated $294K and leaving 5,439 shares worth $525K. The position accounts for 0.11% of the portfolio, ranked #154.

RDA Financial Network first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $770K in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

RDA Financial Network held 5,439 shares of iShares Core MSCI EAFE ETF worth $525K as of Q2 2026.
RDA Financial Network sold 3,063 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $294K.
iShares Core MSCI EAFE ETF made up 0.11% of RDA Financial Network's portfolio in Q2 2026, its #154 holding.
RDA Financial Network first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
RDA Financial Network's iShares Core MSCI EAFE ETF position peaked at $770K in Q1 2026.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.