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

Team 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 		– Sell
-57
Closed -$5.16K – 145
2026
Q1 		$5.16K Hold
57
– – ﹤0.01% 225
2025
Q4 		$5.1K Buy
+57
New +$5.04K ﹤0.01% 214

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Team Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 57 shares — an estimated $5.16K sold.

Team Financial Group first reported a position in IEFA in Q4 2025 and held it in 2 quarters. The position peaked at $5.16K in Q1 2026. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Team Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 57 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.16K.
  • Team Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • Team Financial Group's iShares Core MSCI EAFE ETF position peaked at $5.16K in Q1 2026.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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