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

Secured Retirement 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	$2.16M	Sell	22,396 -3,423	-13%	-$329K	1.11%	20
2026 Q1	$2.34M	Sell	25,819 -712	-3%	-$66.5K	1.32%	20
2025 Q4	$2.37M	Sell	26,531 -2,570	-9%	-$227K	1.33%	18
2025 Q3	$2.54M	Sell	29,101 -157	-0.5%	-$13.3K	1.42%	14
2025 Q2	$2.44M	Buy	+29,258	New	+$2.32M	1.46%	12

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

FCBT

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

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

Secured Retirement Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $329K and leaving 22,396 shares worth $2.16M. The position accounts for 1.11% of the portfolio, ranked #20.

Secured Retirement Advisors first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.54M in Q3 2025. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Secured Retirement Advisors held 22,396 shares of iShares Core MSCI EAFE ETF worth $2.16M as of Q2 2026.
Secured Retirement Advisors sold 3,423 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $329K.
iShares Core MSCI EAFE ETF made up 1.11% of Secured Retirement Advisors's portfolio in Q2 2026, its #20 holding.
Secured Retirement Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Secured Retirement Advisors's iShares Core MSCI EAFE ETF position peaked at $2.54M in Q3 2025.
634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.