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

Zhang Financial’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	$580K	Buy	6,007 +224	+4%	+$21.5K	0.02%	250
2026 Q1	$524K	Buy	5,783 +54	+0.9%	+$5.04K	0.02%	240
2025 Q4	$512K	Buy	5,729 +382	+7%	+$33.8K	0.02%	221
2025 Q3	$467K	Buy	+5,347	New	+$454K	0.02%	221

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

Zhang Financial's IEFA Position: Q2 2026 in Review

Zhang Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 6,007 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #250.

Zhang Financial first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Zhang Financial held 6,007 shares of iShares Core MSCI EAFE ETF worth $580K as of Q2 2026.
Zhang Financial bought 224 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21.5K.
iShares Core MSCI EAFE ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #250 holding.
Zhang Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.