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

Sovereign 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 		$1.83M Buy
18,952
+8
+0% +$768 0.28% 63
2026
Q1 		$1.71M Buy
18,944
+1,533
+9% +$143K 0.3% 63
2025
Q4 		$1.56M Sell
17,411
-1,574
-8% -$139K 0.27% 63
2025
Q3 		$1.66M Sell
18,985
-102
-0.5% -$8.67K 0.31% 61
2025
Q2 		$1.59M Sell
19,087
-969
-5% -$76.9K 0.33% 60
2025
Q1 		$1.52M Sell
20,056
-1,501
-7% -$112K 0.35% 57
2024
Q4 		$1.52M Buy
21,557
+3,186
+17% +$235K 0.35% 56
2024
Q3 		$1.43M Sell
18,371
-140
-0.8% -$10.5K 0.34% 59
2024
Q2 		$1.34M Sell
18,511
-2,689
-13% -$198K 0.34% 58
2024
Q1 		$1.57M Sell
21,200
-305
-1% -$21.7K 0.42% 42
2023
Q4 		$1.51M Sell
21,505
-1,506
-7% -$99.3K 0.46% 37
2023
Q3 		$1.48M Buy
23,011
+318
+1% +$21.3K 0.53% 40
2023
Q2 		$1.53M Sell
22,693
-5,418
-19% -$367K 0.5% 45
2023
Q1 		$1.88M Sell
28,111
-5,460
-16% -$358K 0.7% 31
2022
Q4 		$2.07M Buy
33,571
+2,306
+7% +$136K 0.82% 29
2022
Q3 		$1.65M Sell
31,265
-2,258
-7% -$133K 0.67% 35
2022
Q2 		$1.97M Sell
33,523
-945
-3% -$60.6K 0.78% 32
2022
Q1 		$2.4M Sell
34,468
-38
-0.1% -$2.69K 0.89% 30
2021
Q4 		$2.58M Buy
34,506
+29,166
+546% +$2.19M 1.03% 21
2021
Q3 		$396K Buy
5,340
+102
+2% +$7.76K 0.23% 95
2021
Q2 		$377K Hold
5,238
– – 0.23% 89
2021
Q1 		$377K Sell
5,238
-31
-0.6% -$2.21K 0.24% 87
2020
Q4 		$364K Buy
+5,269
New +$341K 0.26% 78

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Sovereign Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q2 2026, buying an estimated $768 and bringing the position to 18,952 shares worth $1.83M. The position accounts for 0.28% of the portfolio, ranked #63.

Sovereign Financial Group first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.58M in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sovereign Financial Group held 18,952 shares of iShares Core MSCI EAFE ETF worth $1.83M as of Q2 2026.
  • Sovereign Financial Group bought 8 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $768.
  • iShares Core MSCI EAFE ETF made up 0.28% of Sovereign Financial Group's portfolio in Q2 2026, its #63 holding.
  • Sovereign Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares Core MSCI EAFE ETF position peaked at $2.58M in Q4 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.