UAG
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United Advisor Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

United Advisor Group’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 		$2.51M Buy
26,037
+71
+0.3% +$6.82K 0.27% 105
2026
Q1 		$2.35M Buy
25,966
+3,827
+17% +$357K 0.29% 93
2025
Q4 		$1.98M Sell
22,139
-454
-2% -$40.1K 0.25% 104
2025
Q3 		$1.97M Buy
22,593
+1,326
+6% +$113K 0.27% 92
2025
Q2 		$1.78M Buy
21,267
+6,097
+40% +$484K 0.31% 87
2025
Q1 		$1.15M Buy
15,170
+1,578
+12% +$118K 0.24% 101
2024
Q4 		$955K Sell
13,592
-676
-5% -$49.9K 0.19% 127
2024
Q3 		$1.11M Buy
14,268
+6,279
+79% +$470K 0.25% 95
2024
Q2 		$580K Buy
7,989
+1,671
+26% +$123K 0.18% 119
2024
Q1 		$469K Buy
+6,318
New +$450K 0.18% 123

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

United Advisor Group's IEFA Position: Q2 2026 in Review

United Advisor Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.27% in Q2 2026, buying an estimated $6.82K and bringing the position to 26,037 shares worth $2.51M. The position accounts for 0.27% of the portfolio, ranked #105.

United Advisor Group first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • United Advisor Group held 26,037 shares of iShares Core MSCI EAFE ETF worth $2.51M as of Q2 2026.
  • United Advisor Group bought 71 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.82K.
  • iShares Core MSCI EAFE ETF made up 0.27% of United Advisor Group's portfolio in Q2 2026, its #105 holding.
  • United Advisor Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.