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Aptus Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aptus Capital Advisors’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 		$5.78M Buy
59,851
+11,844
+25% +$1.14M 0.04% 335
2026
Q1 		$4.35M Sell
48,007
-1,622
-3% -$151K 0.03% 362
2025
Q4 		$4.44M Sell
49,629
-2,059,085
-98% -$182M 0.03% 335
2025
Q3 		$184M Buy
2,108,714
+111,650
+6% +$9.49M 1.34% 11
2025
Q2 		$167M Buy
1,997,064
+1,942,058
+3,531% +$154M 1.36% 13
2025
Q1 		$4.16M Sell
55,006
-5,611
-9% -$420K 0.04% 305
2024
Q4 		$4.26M Buy
60,617
+34,557
+133% +$2.55M 0.04% 295
2024
Q3 		$2.03M Sell
26,060
-3,603
-12% -$270K 0.03% 313
2024
Q2 		$2.15M Sell
29,663
-7,338
-20% -$540K 0.04% 286
2024
Q1 		$2.75M Buy
37,001
+27,809
+303% +$1.98M 0.05% 262
2023
Q4 		$647K Sell
9,192
-294
-3% -$19.4K 0.02% 342
2023
Q3 		$610K Buy
9,486
+3,138
+49% +$210K 0.02% 352
2023
Q2 		$428K Buy
6,348
+684
+12% +$46.4K 0.01% 336
2023
Q1 		$379K Sell
5,664
-419
-7% -$27.5K 0.01% 348
2022
Q4 		$375K Sell
6,083
-180
-3% -$10.6K 0.01% 379
2022
Q3 		$330K Sell
6,263
-4,732
-43% -$278K 0.01% 373
2022
Q2 		$647K Buy
10,995
+1,926
+21% +$124K 0.02% 261
2022
Q1 		$630K Buy
9,069
+3,683
+68% +$261K 0.02% 283
2021
Q4 		$402K Buy
5,386
+1,704
+46% +$128K 0.01% 293
2021
Q3 		$273K Sell
3,682
-130
-3% -$9.89K 0.01% 321
2021
Q2 		$285K Buy
3,812
+1,940
+104% +$146K 0.01% 319
2021
Q1 		$135K Buy
1,872
+1,328
+244% +$94.9K ﹤0.01% 356
2020
Q4 		$37K Buy
+544
New +$35.2K ﹤0.01% 372
2020
Q1 		– Sell
-573
Closed -$37K – 458
2019
Q4 		$37K Buy
573
+50
+10% +$3.17K ﹤0.01% 409
2019
Q3 		$31K Sell
523
-2,812
-84% -$170K ﹤0.01% 411
2019
Q2 		$204K Sell
3,335
-2,199
-40% -$135K 0.03% 317
2019
Q1 		$336K Buy
+5,534
New +$327K 0.06% 251

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

Aptus Capital Advisors's IEFA Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q2 2026, buying an estimated $1.14M and bringing the position to 59,851 shares worth $5.78M. The position accounts for 0.04% of the portfolio, ranked #335.

Aptus Capital Advisors first reported a position in IEFA in Q1 2019 and has held it in 27 quarters since. The position peaked at $184M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Aptus Capital Advisors held 59,851 shares of iShares Core MSCI EAFE ETF worth $5.78M as of Q2 2026.
  • Aptus Capital Advisors bought 11,844 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.14M.
  • iShares Core MSCI EAFE ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #335 holding.
  • Aptus Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $184M in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.