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

Slagle Financial’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	$2.82M	Buy	29,153 +1,405	+5%	+$135K	0.84%	54
2026 Q1	$2.51M	Buy	27,748 +147	+0.5%	+$13.7K	0.83%	50
2025 Q4	$2.47M	Buy	27,601 +2,387	+9%	+$211K	0.86%	51
2025 Q3	$2.2M	Buy	25,214 +869	+4%	+$73.8K	0.81%	53
2025 Q2	$2.03M	Buy	+24,345	New	+$1.93M	0.82%	52
2024 Q2	–	Sell	-2,697	Closed	-$200K	–	115
2024 Q1	$200K	Sell	2,697 -3,941	-59%	-$281K	0.11%	110
2023 Q4	$233K	Buy	+6,638	New	+$438K	0.13%	103
2023 Q3	–	Sell	-3,230	Closed	-$218K	–	121
2023 Q2	$218K	Buy	+3,230	New	+$219K	0.14%	113

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

Slagle Financial's IEFA Position: Q2 2026 in Review

Slagle Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q2 2026, buying an estimated $135K and bringing the position to 29,153 shares worth $2.82M. The position accounts for 0.84% of the portfolio, ranked #54.

Slagle Financial first reported a position in IEFA in Q2 2023 and has held it in 8 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Slagle Financial held 29,153 shares of iShares Core MSCI EAFE ETF worth $2.82M as of Q2 2026.
Slagle Financial bought 1,405 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $135K.
iShares Core MSCI EAFE ETF made up 0.84% of Slagle Financial's portfolio in Q2 2026, its #54 holding.
Slagle Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 8 quarters since.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.