Appleton Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Appleton Partners’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	$560K	Buy	5,794 +158	+3%	+$15.2K	0.03%	188
2026 Q1	$510K	Buy	5,636 +115	+2%	+$10.7K	0.04%	185
2025 Q4	$494K	Sell	5,521 -49	-0.9%	-$4.33K	0.03%	188
2025 Q3	$486K	Sell	5,570 -563	-9%	-$47.8K	0.03%	190
2025 Q2	$512K	Buy	6,133 +715	+13%	+$56.7K	0.04%	179
2025 Q1	$410K	Buy	5,418 +200	+4%	+$15K	0.03%	198
2024 Q4	$367K	Buy	5,218 +401	+8%	+$29.6K	0.03%	201
2024 Q3	$376K	Sell	4,817 -698	-13%	-$52.3K	0.03%	201
2024 Q2	$401K	Sell	5,515 -156	-3%	-$11.5K	0.03%	195
2024 Q1	$421K	Sell	5,671 -1,395	-20%	-$99.3K	0.03%	203
2023 Q4	$497K	Buy	7,066 +525	+8%	+$34.6K	0.04%	188
2023 Q3	$421K	Sell	6,541 -82	-1%	-$5.49K	0.04%	205
2023 Q2	$447K	Buy	6,623 +723	+12%	+$49K	0.04%	209
2023 Q1	$394K	Sell	5,900 -152	-3%	-$9.96K	0.04%	230
2022 Q4	$373K	Sell	6,052 -516	-8%	-$30.4K	0.04%	232
2022 Q3	$346K	Buy	6,568 +391	+6%	+$23K	0.03%	232
2022 Q2	$364K	Sell	6,177 -349	-5%	-$22.4K	0.03%	232
2022 Q1	$454K	Sell	6,526 -54	-0.8%	-$3.82K	0.04%	225
2021 Q4	$491K	Buy	6,580 +1,174	+22%	+$88.2K	0.04%	223
2021 Q3	$401K	Buy	5,406 +1,282	+31%	+$97.5K	0.03%	217
2021 Q2	$309K	Hold	4,124	–	–	0.03%	247
2021 Q1	$297K	Sell	4,124 -86	-2%	-$6.15K	0.03%	242
2020 Q4	$291K	Hold	4,210	–	–	0.03%	233
2020 Q3	$254K	Hold	4,210	–	–	0.03%	243
2020 Q2	$241K	Sell	4,210 -500	-11%	-$27.1K	0.03%	235
2020 Q1	$235K	Sell	4,710 -10	-0.2%	-$595	0.03%	236
2019 Q4	$308K	Sell	4,720 -45	-0.9%	-$2.85K	0.03%	238
2019 Q3	$291K	Sell	4,765 -1,041	-18%	-$62.8K	0.04%	240
2019 Q2	$356K	Hold	5,806	–	–	0.04%	212
2019 Q1	$353K	Buy	5,806 +330	+6%	+$19.5K	0.05%	207
2018 Q4	$301K	Sell	5,476 -600	-10%	-$35.2K	0.05%	211
2018 Q3	$389K	Sell	6,076 -1,610	-21%	-$103K	0.05%	200
2018 Q2	$487K	Hold	7,686	–	–	0.07%	187
2018 Q1	$506K	Buy	7,686 +675	+10%	+$45.3K	0.08%	184
2017 Q4	$463K	Sell	7,011 -154	-2%	-$10K	0.07%	184
2017 Q3	$460K	Buy	7,165 +325	+5%	+$20.3K	0.08%	171
2017 Q2	$416K	Buy	6,840 +1,435	+27%	+$86.6K	0.07%	179
2017 Q1	$313K	Buy	+5,405	New	+$304K	0.06%	191

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's IEFA Position: Q2 2026 in Review

Appleton Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, buying an estimated $15.2K and bringing the position to 5,794 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #188.

Appleton Partners first reported a position in IEFA in Q1 2017 and has held it in 38 quarters since. 694 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Appleton Partners held 5,794 shares of iShares Core MSCI EAFE ETF worth $560K as of Q2 2026.
Appleton Partners bought 158 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.2K.
iShares Core MSCI EAFE ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #188 holding.
Appleton Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 38 quarters since.
694 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.