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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35M Buy
362,733
+227,194
+168% +$21.8M 9.65% 5
2026
Q1
$12.3M Buy
135,539
+17,190
+15% +$1.6M 4.34% 8
2025
Q4
$10.6M Buy
118,349
+10,083
+9% +$892K 4.16% 7
2025
Q3
$9.45M Buy
108,266
+2,236
+2% +$190K 4.4% 6
2025
Q2
$8.85M Buy
106,030
+5,038
+5% +$400K 4.45% 6
2025
Q1
$7.64M Buy
100,992
+24,794
+33% +$1.85M 4.22% 6
2024
Q4
$5.36M Buy
76,198
+2,809
+4% +$207K 2.94% 6
2024
Q3
$5.73M Sell
73,389
-261
-0.4% -$19.5K 3.16% 6
2024
Q2
$5.35M Sell
73,650
-528
-0.7% -$38.9K 3.26% 6
2024
Q1
$5.51M Sell
74,178
-1,552
-2% -$110K 3.38% 5
2023
Q4
$5.33M Buy
+75,730
New +$4.99M 4.05% 4

Other funds holding IEFA

Urban Financial Advisory Corp's IEFA Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its iShares Core MSCI EAFE ETF (IEFA) stake by 168% in Q2 2026, buying an estimated $21.8M and bringing the position to 362,733 shares worth $35M. The position accounts for 9.65% of the portfolio, ranked #5.

Urban Financial Advisory Corp first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Urban Financial Advisory Corp held 362,733 shares of iShares Core MSCI EAFE ETF worth $35M as of Q2 2026.
  • Urban Financial Advisory Corp bought 227,194 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21.8M.
  • iShares Core MSCI EAFE ETF made up 9.65% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #5 holding.
  • Urban Financial Advisory Corp first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.