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

Strategic Financial Concepts’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	$265K	Sell	2,741 -3,723	-58%	-$358K	0.08%	196
2026 Q1	$585K	Buy	6,464 +2,650	+69%	+$247K	0.14%	145
2025 Q4	$341K	Sell	3,814 -39,997	-91%	-$3.54M	0.31%	79
2025 Q3	$3.83M	Sell	43,811 -2,031	-4%	-$173K	0.56%	30
2025 Q2	$3.83M	Buy	45,842 +36,749	+404%	+$2.92M	0.54%	30
2025 Q1	$688K	Sell	9,093 -722	-7%	-$54K	0.13%	160
2024 Q4	$690K	Buy	9,815 +4,928	+101%	+$364K	0.13%	156
2024 Q3	$381K	Sell	4,887 -382	-7%	-$28.6K	0.12%	151
2024 Q2	$383K	Sell	5,269 -6,519	-55%	-$480K	0.22%	85
2024 Q1	$875K	Buy	11,788 +7,700	+188%	+$548K	0.21%	113
2023 Q4	$288K	Sell	4,088 -835	-17%	-$55K	0.17%	105
2023 Q3	$317K	Buy	4,923 +32	+0.7%	+$2.14K	0.11%	169
2023 Q2	$330K	Sell	4,891 -125	-2%	-$8.48K	0.12%	161
2023 Q1	$335K	Buy	+5,016	New	+$329K	0.14%	146

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

Strategic Financial Concepts's IEFA Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 58% in Q2 2026, selling an estimated $358K and leaving 2,741 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #196.

Strategic Financial Concepts first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.83M in Q2 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Strategic Financial Concepts held 2,741 shares of iShares Core MSCI EAFE ETF worth $265K as of Q2 2026.
Strategic Financial Concepts sold 3,723 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $358K.
iShares Core MSCI EAFE ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #196 holding.
Strategic Financial Concepts first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Strategic Financial Concepts's iShares Core MSCI EAFE ETF position peaked at $3.83M in Q2 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.