Tobias Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tobias Financial Advisors’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	$3.55M	Sell	36,735 -15	-0%	-$1.44K	0.45%	37
2026 Q1	$3.33M	Buy	36,750 +6,869	+23%	+$641K	0.46%	36
2025 Q4	$2.67M	Buy	29,881 +1,352	+5%	+$120K	0.38%	45
2025 Q3	$2.49M	Buy	28,529 +387	+1%	+$32.9K	0.38%	46
2025 Q2	$2.35M	Buy	28,142 +1,323	+5%	+$105K	0.4%	47
2025 Q1	$2.03M	Buy	26,819 +3,619	+16%	+$271K	0.39%	39
2024 Q4	$1.63M	Buy	23,200 +18,951	+446%	+$1.4M	0.33%	44
2024 Q3	$332K	Hold	4,249	–	–	0.07%	83
2024 Q2	$309K	Buy	4,249 +96	+2%	+$7.06K	0.07%	80
2024 Q1	$308K	Buy	4,153 +89	+2%	+$6.34K	0.07%	78
2023 Q4	$286K	Hold	4,064	–	–	0.07%	77
2023 Q3	$262K	Hold	4,064	–	–	0.07%	77
2023 Q2	$274K	Hold	4,064	–	–	0.07%	79
2023 Q1	$272K	Sell	4,064 -6,531	-62%	-$428K	0.08%	70
2022 Q4	$653K	Buy	10,595 +37	+0.4%	+$2.18K	0.21%	58
2022 Q3	$556K	Buy	+10,558	New	+$621K	0.2%	59

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

Tobias Financial Advisors's IEFA Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q2 2026, selling an estimated $1.44K and leaving 36,735 shares worth $3.55M. The position accounts for 0.45% of the portfolio, ranked #37.

Tobias Financial Advisors first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tobias Financial Advisors held 36,735 shares of iShares Core MSCI EAFE ETF worth $3.55M as of Q2 2026.
Tobias Financial Advisors sold 15 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.44K.
iShares Core MSCI EAFE ETF made up 0.45% of Tobias Financial Advisors's portfolio in Q2 2026, its #37 holding.
Tobias Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.