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

Uptown 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	$456K	Buy	4,722 +62	+1%	+$5.96K	0.3%	49
2026 Q1	$422K	Hold	4,660	–	–	0.34%	41
2025 Q4	$417K	Buy	4,660 +72	+2%	+$6.37K	0.3%	45
2025 Q3	$401K	Buy	4,588 +20	+0.4%	+$1.7K	0.33%	44
2025 Q2	$381K	Buy	+4,568	New	+$363K	0.33%	44

Other funds holding IEFA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Uptown Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, buying an estimated $5.96K and bringing the position to 4,722 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #49.

Uptown Financial Advisors first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Uptown Financial Advisors held 4,722 shares of iShares Core MSCI EAFE ETF worth $456K as of Q2 2026.
Uptown Financial Advisors bought 62 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.96K.
iShares Core MSCI EAFE ETF made up 0.3% of Uptown Financial Advisors's portfolio in Q2 2026, its #49 holding.
Uptown Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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