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Archford Capital Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Archford Capital Strategies’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 		$44.7M Buy
462,639
+30,656
+7% +$2.94M 4.52% 2
2026
Q1 		$39.1M Buy
431,983
+12,010
+3% +$1.12M 4.48% 1
2025
Q4 		$37.6M Sell
419,973
-7,017
-2% -$620K 4.38% 1
2025
Q3 		$37.3M Buy
426,990
+49,979
+13% +$4.25M 4.44% 1
2025
Q2 		$31.5M Buy
377,011
+1,723
+0.5% +$137K 4.02% 1
2025
Q1 		$28.4M Buy
375,288
+50,325
+15% +$3.76M 4.16% 2
2024
Q4 		$22.8M Sell
324,963
-2,241
-0.7% -$165K 3.45% 3
2024
Q3 		$25.1M Buy
327,204
+4,513
+1% +$338K 3.79% 3
2024
Q2 		$23.4M Buy
322,691
+10,013
+3% +$737K 3.8% 3
2024
Q1 		$23.2M Buy
312,678
+14,067
+5% +$1M 3.9% 3
2023
Q4 		$21M Buy
298,611
+11,840
+4% +$780K 3.84% 3
2023
Q3 		$18.5M Buy
286,771
+343
+0.1% +$23K 3.69% 3
2023
Q2 		$19.7M Buy
286,428
+5,847
+2% +$397K 3.74% 3
2023
Q1 		$18.8M Buy
280,581
+20,820
+8% +$1.36M 3.91% 3
2022
Q4 		$16M Buy
259,761
+51,179
+25% +$3.01M 3.68% 3
2022
Q3 		$11M Buy
208,582
+5,332
+3% +$314K 2.84% 3
2022
Q2 		$12M Buy
203,250
+12,760
+7% +$819K 3.01% 3
2022
Q1 		$13.3M Buy
190,490
+72,065
+61% +$5.1M 2.95% 3
2021
Q4 		$8.84M Buy
118,425
+9,824
+9% +$738K 2.02% 7
2021
Q3 		$8.06M Buy
108,601
+10,928
+11% +$831K 1.9% 7
2021
Q2 		$7.31M Buy
97,673
+3,200
+3% +$242K 1.83% 8
2021
Q1 		$7.08M Buy
94,473
+2,445
+3% +$175K 1.88% 9
2020
Q4 		$6.6M Buy
92,028
+2,256
+3% +$146K 1.52% 9
2020
Q3 		$5.41M Buy
89,772
+4,217
+5% +$254K 1.45% 11
2020
Q2 		$4.89M Buy
+85,555
New +$4.64M 1.46% 12
2019
Q3 		– Sell
-2,313
Closed -$142K – 361
2019
Q2 		$142K Sell
2,313
-9,185
-80% -$563K 0.05% 221
2019
Q1 		$699K Hold
11,498
– – 0.26% 116
2018
Q4 		$632K Hold
11,498
– – 0.25% 119
2018
Q3 		$737K Sell
11,498
-1,495
-12% -$95.3K 0.27% 109
2018
Q2 		$823K Buy
12,993
+38
+0.3% +$2.52K 0.29% 101
2018
Q1 		$856K Hold
12,955
– – 0.36% 91
2017
Q4 		$856K Hold
12,955
– – 0.32% 104
2017
Q3 		$831K Buy
12,955
+370
+3% +$23.1K 0.31% 115
2017
Q2 		$766K Buy
12,585
+845
+7% +$51K 0.3% 113
2017
Q1 		$680K Buy
11,740
+125
+1% +$7.03K 0.26% 129
2016
Q4 		$622K Sell
11,615
-621
-5% -$33.3K 0.26% 119
2016
Q3 		$674K Sell
12,236
-100
-0.8% -$5.4K 0.28% 122
2016
Q2 		$640K Sell
12,336
-280
-2% -$15K 0.34% 98
2016
Q1 		$670K Sell
12,616
-513
-4% -$26.2K 0.32% 113
2015
Q4 		$714K Sell
13,129
-32,719
-71% -$1.82M 0.32% 110
2015
Q3 		$2.42M Buy
45,848
+31,725
+225% +$1.8M 1.81% 11
2015
Q2 		$823K Buy
14,123
+12,015
+570% +$731K 0.59% 49
2015
Q1 		$123K Buy
2,108
+921
+78% +$52.8K 0.08% 144
2014
Q4 		$66K Buy
1,187
+1,044
+730% +$59.2K 0.05% 183
2014
Q3 		$8K Buy
+143
New +$8.68K 0.01% 371

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Archford Capital Strategies's IEFA Position: Q2 2026 in Review

Archford Capital Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, buying an estimated $2.94M and bringing the position to 462,639 shares worth $44.7M. The position accounts for 4.52% of the portfolio, ranked #2.

Archford Capital Strategies first reported a position in IEFA in Q3 2014 and has held it in 45 quarters since. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Archford Capital Strategies held 462,639 shares of iShares Core MSCI EAFE ETF worth $44.7M as of Q2 2026.
  • Archford Capital Strategies bought 30,656 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.94M.
  • iShares Core MSCI EAFE ETF made up 4.52% of Archford Capital Strategies's portfolio in Q2 2026, its #2 holding.
  • Archford Capital Strategies first reported a position in iShares Core MSCI EAFE ETF in Q3 2014 and has held it in 45 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.