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Accredited Investors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Accredited Investors’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 		$623K Sell
6,455
-54
-0.8% -$5.19K 0.03% 158
2026
Q1 		$589K Hold
6,509
– – 0.03% 142
2025
Q4 		$582K Buy
6,509
+99
+2% +$8.75K 0.03% 149
2025
Q3 		$560K Hold
6,410
– – 0.03% 141
2025
Q2 		$535K Sell
6,410
-451
-7% -$35.8K 0.03% 132
2025
Q1 		$519K Buy
6,861
+597
+10% +$44.6K 0.03% 125
2024
Q4 		$440K Hold
6,264
– – 0.03% 141
2024
Q3 		$489K Hold
6,264
– – 0.03% 131
2024
Q2 		$455K Sell
6,264
-325
-5% -$23.9K 0.03% 129
2024
Q1 		$489K Hold
6,589
– – 0.03% 130
2023
Q4 		$464K Sell
6,589
-100
-1% -$6.59K 0.03% 126
2023
Q3 		$430K Hold
6,689
– – 0.03% 121
2023
Q2 		$452K Sell
6,689
-125
-2% -$8.48K 0.03% 119
2023
Q1 		$456K Buy
6,814
+2,031
+42% +$133K 0.03% 116
2022
Q4 		$295K Sell
4,783
-1,368
-22% -$80.5K 0.02% 143
2022
Q3 		$324K Sell
6,151
-1,500
-20% -$88.2K 0.04% 127
2022
Q2 		$450K Sell
7,651
-209
-3% -$13.4K 0.05% 104
2022
Q1 		$546K Hold
7,860
– – 0.05% 107
2021
Q4 		$587K Buy
7,860
+3
+0% +$225 0.05% 101
2021
Q3 		$583K Buy
+7,857
New +$598K 0.06% 93

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Accredited Investors's IEFA Position: Q2 2026 in Review

Accredited Investors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.83% in Q2 2026, selling an estimated $5.19K and leaving 6,455 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #158.

Accredited Investors first reported a position in IEFA in Q3 2021 and has held it in 20 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Accredited Investors held 6,455 shares of iShares Core MSCI EAFE ETF worth $623K as of Q2 2026.
  • Accredited Investors sold 54 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.19K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #158 holding.
  • Accredited Investors first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.