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Your Advocates Ltd’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Your Advocates Ltd’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 		$205K Buy
2,124
+119
+6% +$11.4K 0.06% 27
2026
Q1 		$182K Hold
2,005
– – 0.06% 28
2025
Q4 		$179K Hold
2,005
– – 0.06% 31
2025
Q3 		$175K Buy
+2,005
New +$170K 0.06% 31
2023
Q4 		– Sell
-8
Closed -$515 – 255
2023
Q3 		$515 Buy
+8
New +$536 ﹤0.01% 240

Other funds holding IEFA

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Your Advocates Ltd's IEFA Position: Q2 2026 in Review

Your Advocates Ltd increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.9% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,124 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #27.

Your Advocates Ltd first reported a position in IEFA in Q3 2023 and has held it in 5 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Your Advocates Ltd held 2,124 shares of iShares Core MSCI EAFE ETF worth $205K as of Q2 2026.
  • Your Advocates Ltd bought 119 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.4K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Your Advocates Ltd's portfolio in Q2 2026, its #27 holding.
  • Your Advocates Ltd first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.