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

TFC Financial Management’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 		$1.75M Sell
18,092
-189
-1% -$18.2K 0.19% 40
2026
Q1 		$1.65M Buy
18,281
+1,708
+10% +$159K 0.2% 40
2025
Q4 		$1.48M Hold
16,573
– – 0.19% 41
2025
Q3 		$1.45M Sell
16,573
-400
-2% -$34K 0.19% 41
2025
Q2 		$1.42M Sell
16,973
-100
-0.6% -$7.94K 0.19% 41
2025
Q1 		$1.29M Buy
17,073
+350
+2% +$26.2K 0.2% 38
2024
Q4 		$1.18M Buy
16,723
+1,360
+9% +$100K 0.19% 41
2024
Q3 		$1.2M Hold
15,363
– – 0.19% 39
2024
Q2 		$1.12M Buy
15,363
+1,260
+9% +$92.7K 0.2% 42
2024
Q1 		$1.05M Buy
14,103
+1,775
+14% +$126K 0.19% 42
2023
Q4 		$867K Buy
12,328
+1,403
+13% +$92.5K 0.18% 47
2023
Q3 		$703K Hold
10,925
– – 0.17% 45
2023
Q2 		$737K Hold
10,925
– – 0.18% 45
2023
Q1 		$730K Buy
+10,925
New +$716K 0.19% 41
2022
Q4 		– Sell
-1,820
Closed -$96K – 549
2022
Q3 		$96K Hold
1,820
– – 0.03% 145
2022
Q2 		$107K Hold
1,820
– – 0.03% 145
2022
Q1 		$127K Hold
1,820
– – 0.04% 141
2021
Q4 		$136K Hold
1,820
– – 0.04% 137
2021
Q3 		$135K Buy
+1,820
New +$138K 0.04% 134

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TFC Financial Management's IEFA Position: Q2 2026 in Review

TFC Financial Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q2 2026, selling an estimated $18.2K and leaving 18,092 shares worth $1.75M. The position accounts for 0.19% of the portfolio, ranked #40.

TFC Financial Management first reported a position in IEFA in Q3 2021 and has held it in 19 quarters since. 1,354 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • TFC Financial Management held 18,092 shares of iShares Core MSCI EAFE ETF worth $1.75M as of Q2 2026.
  • TFC Financial Management sold 189 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Core MSCI EAFE ETF made up 0.19% of TFC Financial Management's portfolio in Q2 2026, its #40 holding.
  • TFC Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,354 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.