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

Register Financial 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
2026
Q2 		$479K Buy
4,963
+708
+17% +$68K 0.15% 147
2026
Q1 		$385K Buy
4,255
+147
+4% +$13.7K 0.14% 144
2025
Q4 		$367K Buy
4,108
+85
+2% +$7.52K 0.14% 139
2025
Q3 		$351K Buy
4,023
+35
+0.9% +$2.97K 0.14% 141
2025
Q2 		$333K Sell
3,988
-123
-3% -$9.76K 0.15% 142
2025
Q1 		$311K Buy
4,111
+565
+16% +$42.2K 0.16% 135
2024
Q4 		$249K Sell
3,546
-569
-14% -$42K 0.13% 154
2024
Q3 		$321K Hold
4,115
– – 0.16% 129
2024
Q2 		$299K Buy
4,115
+171
+4% +$12.6K 0.15% 131
2024
Q1 		$293K Sell
3,944
-700
-15% -$49.8K 0.15% 134
2023
Q4 		$327K Buy
4,644
+1,174
+34% +$77.4K 0.22% 112
2023
Q3 		$223K Sell
3,470
-76
-2% -$5.09K 0.16% 124
2023
Q2 		$239K Buy
3,546
+53
+2% +$3.59K 0.17% 122
2023
Q1 		$233K Sell
3,493
-313
-8% -$20.5K 0.18% 115
2022
Q4 		$235K Buy
+3,806
New +$224K 0.15% 139

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Register Financial Advisors's IEFA Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q2 2026, buying an estimated $68K and bringing the position to 4,963 shares worth $479K. The position accounts for 0.15% of the portfolio, ranked #147.

Register Financial Advisors first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Register Financial Advisors held 4,963 shares of iShares Core MSCI EAFE ETF worth $479K as of Q2 2026.
  • Register Financial Advisors bought 708 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $68K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Register Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Register Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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