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

TPG 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	$506K	Sell	5,236 -28	-0.5%	-$2.69K	0.15%	49
2026 Q1	$477K	Sell	5,264 -80	-1%	-$7.47K	0.16%	51
2025 Q4	$478K	Buy	5,344 +141	+3%	+$12.5K	0.16%	48
2025 Q3	$454K	Sell	5,203 -551	-10%	-$46.8K	0.17%	48
2025 Q2	$480K	Sell	5,754 -878	-13%	-$69.7K	0.19%	46
2025 Q1	$502K	Buy	6,632 +1,482	+29%	+$111K	0.22%	43
2024 Q4	$362K	Buy	5,150 +368	+8%	+$27.1K	0.16%	52
2024 Q3	$373K	Sell	4,782 -1	-0%	-$75	0.17%	50
2024 Q2	$347K	Buy	+4,783	New	+$352K	0.16%	50
2023 Q4	$281K	Buy	4,010 +346	+9%	+$22.8K	0.14%	53
2023 Q3	$236K	Buy	3,664 +219	+6%	+$14.7K	0.12%	50
2023 Q2	$233K	Hold	3,445	–	–	0.12%	47
2023 Q1	$230K	Sell	3,445 -226	-6%	-$14.8K	0.13%	47
2022 Q4	$226K	Buy	+3,671	New	+$216K	0.14%	43
2022 Q2	–	Sell	-3,219	Closed	-$224K	–	39
2022 Q1	$224K	Buy	+3,219	New	+$228K	0.14%	38

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

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

TPG Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.53% in Q2 2026, selling an estimated $2.69K and leaving 5,236 shares worth $506K. The position accounts for 0.15% of the portfolio, ranked #49.

TPG Financial Advisors first reported a position in IEFA in Q1 2022 and has held it in 15 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

TPG Financial Advisors held 5,236 shares of iShares Core MSCI EAFE ETF worth $506K as of Q2 2026.
TPG Financial Advisors sold 28 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.69K.
iShares Core MSCI EAFE ETF made up 0.15% of TPG Financial Advisors's portfolio in Q2 2026, its #49 holding.
TPG Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 15 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.