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	Sell	3,305 -2,062	-38%	-$198K	0.06%	103
2026 Q1	$486K	Buy	5,367 +3,185	+146%	+$297K	0.09%	80
2025 Q4	$195K	Buy	+2,182	New	+$193K	0.04%	134
2022 Q1	–	Sell	-605	Closed	-$45K	–	413
2021 Q4	$45K	Buy	+605	New	+$45.5K	0.04%	153
2020 Q4	–	Sell	-278	Closed	-$17K	–	368
2020 Q3	$17K	Buy	+278	New	+$16.8K	0.01%	151

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

USA Financial Formulas's IEFA Position: Q2 2026 in Review

USA Financial Formulas reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q2 2026, selling an estimated $198K and leaving 3,305 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #103.

USA Financial Formulas first reported a position in IEFA in Q3 2020 and has held it in 5 quarters since. The position peaked at $486K in Q1 2026. 2,448 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.
USA Financial Formulas sold 2,062 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $198K.
iShares Core MSCI EAFE ETF made up 0.06% of USA Financial Formulas's portfolio in Q2 2026, its #103 holding.
USA Financial Formulas first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 5 quarters since.
USA Financial Formulas's iShares Core MSCI EAFE ETF position peaked at $486K in Q1 2026.
2,448 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.