Toth Financial Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Toth Financial Advisory’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	$59.4K	Hold	615	–	–	0.01%	362
2026 Q1	$55.7K	Hold	615	–	–	0.01%	350
2025 Q4	$55K	Hold	615	–	–	0.01%	341
2025 Q3	$53.7K	Buy	615 +303	+97%	+$25.7K	0.01%	341
2025 Q2	$26K	Buy	+312	New	+$24.8K	﹤0.01%	402
2022 Q1	–	Sell	-251	Closed	-$19K	–	757
2021 Q4	$19K	Buy	+251	New	+$18.9K	﹤0.01%	405

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

Toth Financial Advisory's IEFA Position: Q2 2026 in Review

Toth Financial Advisory held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 615 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #362.

Toth Financial Advisory first reported a position in IEFA in Q4 2021 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Toth Financial Advisory held 615 shares of iShares Core MSCI EAFE ETF worth $59.4K as of Q2 2026.
Toth Financial Advisory left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #362 holding.
Toth Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.