Acorn Creek Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Acorn Creek Capital’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	$12.6M	Buy	130,786 +144	+0.1%	+$13.8K	4.22%	8
2026 Q1	$11.8M	Sell	130,642 -2,236	-2%	-$209K	4.22%	9
2025 Q4	$11.9M	Buy	132,878 +5,547	+4%	+$491K	4.27%	9
2025 Q3	$11.1M	Buy	127,331 +5,979	+5%	+$508K	4.2%	8
2025 Q2	$10.1M	Buy	121,352 +13,557	+13%	+$1.08M	4.21%	9
2025 Q1	$8.15M	Buy	107,795 +2,042	+2%	+$153K	4.07%	9
2024 Q4	$7.43M	Buy	105,753 +7,850	+8%	+$579K	3.82%	9
2024 Q3	$7.64M	Buy	97,903 +7,715	+9%	+$578K	4.05%	9
2024 Q2	$6.55M	Buy	90,188 +3,821	+4%	+$281K	3.91%	9
2024 Q1	$6.41M	Buy	86,367 +3,463	+4%	+$247K	4.04%	9
2023 Q4	$5.83M	Buy	+82,904	New	+$5.46M	2.6%	10

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

Acorn Creek Capital's IEFA Position: Q2 2026 in Review

Acorn Creek Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.11% in Q2 2026, buying an estimated $13.8K and bringing the position to 130,786 shares worth $12.6M. The position accounts for 4.22% of the portfolio, ranked #8.

Acorn Creek Capital first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Acorn Creek Capital held 130,786 shares of iShares Core MSCI EAFE ETF worth $12.6M as of Q2 2026.
Acorn Creek Capital bought 144 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.8K.
iShares Core MSCI EAFE ETF made up 4.22% of Acorn Creek Capital's portfolio in Q2 2026, its #8 holding.
Acorn Creek Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.