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

Snider Financial Group’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 		$6.9M Buy
71,432
+6,574
+10% +$631K 1.76% 16
2026
Q1 		$5.87M Buy
64,858
+36,333
+127% +$3.39M 1.77% 18
2025
Q4 		$2.55M Buy
28,525
+2,342
+9% +$207K 0.68% 41
2025
Q3 		$2.29M Buy
26,183
+995
+4% +$84.5K 0.62% 42
2025
Q2 		$2.1M Buy
+25,188
New +$2M 0.61% 45

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Snider Financial Group's IEFA Position: Q2 2026 in Review

Snider Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, buying an estimated $631K and bringing the position to 71,432 shares worth $6.9M. The position accounts for 1.76% of the portfolio, ranked #16.

Snider Financial Group first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Snider Financial Group held 71,432 shares of iShares Core MSCI EAFE ETF worth $6.9M as of Q2 2026.
  • Snider Financial Group bought 6,574 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $631K.
  • iShares Core MSCI EAFE ETF made up 1.76% of Snider Financial Group's portfolio in Q2 2026, its #16 holding.
  • Snider Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.