Secure Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Secure Asset Management’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	$388K	Sell	4,018 -116	-3%	-$11.1K	0.05%	219
2026 Q1	$374K	Sell	4,134 -143	-3%	-$13.3K	0.06%	217
2025 Q4	$383K	Sell	4,277 -295	-6%	-$26.1K	0.06%	234
2025 Q3	$402K	Buy	4,572 +177	+4%	+$15K	0.07%	212
2025 Q2	$367K	Buy	4,395 +336	+8%	+$26.7K	0.07%	228
2025 Q1	$307K	Sell	4,059 -200	-5%	-$15K	0.06%	231
2024 Q4	$299K	Sell	4,259 -1,437	-25%	-$106K	0.05%	251
2024 Q3	$445K	Hold	5,696	–	–	0.07%	197
2024 Q2	$414K	Buy	5,696 +469	+9%	+$34.5K	0.08%	183
2024 Q1	$388K	Buy	5,227 +74	+1%	+$5.27K	0.09%	146
2023 Q4	$363K	Buy	5,153 +443	+9%	+$29.2K	0.1%	152
2023 Q3	$303K	Buy	+4,710	New	+$315K	0.09%	157
2021 Q4	–	Sell	-2,900	Closed	-$215K	–	214
2021 Q3	$215K	Sell	2,900 -2,704	-48%	-$206K	0.11%	164
2021 Q2	$419K	Sell	5,604 -527	-9%	-$39.8K	0.21%	97
2021 Q1	$442K	Sell	6,131 -429	-7%	-$30.7K	0.25%	89
2020 Q4	$453K	Sell	6,560 -852	-11%	-$55.1K	0.27%	80
2020 Q3	$447K	Sell	7,412 -5,241	-41%	-$316K	0.31%	75
2020 Q2	$723K	Buy	12,653 +3,139	+33%	+$170K	0.51%	51
2020 Q1	$475K	Buy	9,514 +1,000	+12%	+$59.5K	0.51%	50
2019 Q4	$555K	Buy	+8,514	New	+$540K	0.39%	70

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

Secure Asset Management's IEFA Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, selling an estimated $11.1K and leaving 4,018 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #219.

Secure Asset Management first reported a position in IEFA in Q4 2019 and has held it in 20 quarters since. The position peaked at $723K in Q2 2020. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Secure Asset Management held 4,018 shares of iShares Core MSCI EAFE ETF worth $388K as of Q2 2026.
Secure Asset Management sold 116 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.1K.
iShares Core MSCI EAFE ETF made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #219 holding.
Secure Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 20 quarters since.
Secure Asset Management's iShares Core MSCI EAFE ETF position peaked at $723K in Q2 2020.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.