USA FINANCIAL FORMULAS’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

USA FINANCIAL FORMULAS’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	$319K	Buy	+3,305	New	+$317K	0.06%	103

Other funds holding IEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

USA FINANCIAL FORMULAS's IEFA Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 3,305 shares worth $319K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings.

1,423 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

USA FINANCIAL FORMULAS held 3,305 shares of iShares Core MSCI EAFE ETF worth $319K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.06% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #103 holding.
1,423 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.