SFG Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SFG Wealth 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	$335K	Buy	3,469 +719	+26%	+$69.1K	0.12%	99
2026 Q1	$249K	Sell	2,750 -21	-0.8%	-$1.96K	0.1%	92
2025 Q4	$248K	Sell	2,771 -23	-0.8%	-$2.03K	0.1%	120
2025 Q3	$244K	Sell	2,794 -19	-0.7%	-$1.61K	0.11%	120
2025 Q2	$235K	Buy	+2,813	New	+$223K	0.14%	76
2024 Q1	–	Sell	-4,057	Closed	-$285K	–	99
2023 Q4	$285K	Buy	+4,057	New	+$267K	0.19%	76

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

SFG Wealth Management's IEFA Position: Q2 2026 in Review

SFG Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q2 2026, buying an estimated $69.1K and bringing the position to 3,469 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #99.

SFG Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

SFG Wealth Management held 3,469 shares of iShares Core MSCI EAFE ETF worth $335K as of Q2 2026.
SFG Wealth Management bought 719 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $69.1K.
iShares Core MSCI EAFE ETF made up 0.12% of SFG Wealth Management's portfolio in Q2 2026, its #99 holding.
SFG Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.