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

Retirement Investment 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	$206M	Buy	2,145,326 +59,763	+3%	+$5.74M	14.71%	3
2026 Q1	$187M	Buy	2,085,563 +2,210	+0.1%	+$206K	15.02%	3
2025 Q4	$186M	Buy	2,083,353 +25,354	+1%	+$2.24M	15.02%	3
2025 Q3	$180M	Buy	2,057,999 +35,330	+2%	+$3M	14.94%	3
2025 Q2	$169M	Buy	2,022,669 +78,907	+4%	+$6.26M	15.19%	3
2025 Q1	$147M	Buy	1,943,762 +122,508	+7%	+$9.16M	14.89%	3
2024 Q4	$128M	Buy	1,821,254 +111,956	+7%	+$8.26M	13.5%	3
2024 Q3	$133M	Buy	1,709,298 +99,946	+6%	+$7.48M	14.57%	3
2024 Q2	$117M	Buy	+1,609,352	New	+$118M	14.19%	3
2023 Q4	$98M	Sell	1,392,754 -983,727	-41%	-$64.8M	14.03%	3
2023 Q3	$153M	Buy	2,376,481 +704,203	+42%	+$47.1M	13.92%	3
2023 Q2	$113M	Buy	1,672,278 +590,812	+55%	+$40.1M	13.54%	3
2023 Q1	$72.3M	Buy	1,081,466 +818,679	+312%	+$53.7M	12.94%	3
2022 Q4	$16.2M	Buy	+262,787	New	+$15.5M	10.48%	3

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

Retirement Investment Advisors's IEFA Position: Q2 2026 in Review

Retirement Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, buying an estimated $5.74M and bringing the position to 2,145,326 shares worth $206M. The position accounts for 14.71% of the portfolio, ranked #3.

Retirement Investment Advisors first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Retirement Investment Advisors held 2,145,326 shares of iShares Core MSCI EAFE ETF worth $206M as of Q2 2026.
Retirement Investment Advisors bought 59,763 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.74M.
iShares Core MSCI EAFE ETF made up 14.71% of Retirement Investment Advisors's portfolio in Q2 2026, its #3 holding.
Retirement Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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