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

Aspect 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 		$18.5M Buy
191,616
+17,348
+10% +$1.67M 6.9% 4
2026
Q1 		$15.8M Buy
174,268
+16,951
+11% +$1.58M 6.45% 4
2025
Q4 		$14.1M Buy
157,317
+18,789
+14% +$1.66M 6.16% 3
2025
Q3 		$12.1M Sell
138,528
-37,814
-21% -$3.21M 5.49% 4
2025
Q2 		$14.7M Buy
176,342
+70,241
+66% +$5.57M 7.26% 4
2025
Q1 		$8.03M Buy
106,101
+14,099
+15% +$1.05M 4.6% 5
2024
Q4 		$6.47M Buy
92,002
+5,718
+7% +$422K 3.73% 5
2024
Q3 		$6.73M Buy
86,284
+19,383
+29% +$1.45M 3.78% 6
2024
Q2 		$4.86M Buy
66,901
+529
+0.8% +$38.9K 2.89% 7
2024
Q1 		$4.93M Buy
66,372
+6,690
+11% +$476K 3.89% 5
2023
Q4 		$4.2M Buy
+59,682
New +$3.93M 2.71% 10

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Aspect Partners's IEFA Position: Q2 2026 in Review

Aspect Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, buying an estimated $1.67M and bringing the position to 191,616 shares worth $18.5M. The position accounts for 6.9% of the portfolio, ranked #4.

Aspect Partners first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 803 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Aspect Partners held 191,616 shares of iShares Core MSCI EAFE ETF worth $18.5M as of Q2 2026.
  • Aspect Partners bought 17,348 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.67M.
  • iShares Core MSCI EAFE ETF made up 6.9% of Aspect Partners's portfolio in Q2 2026, its #4 holding.
  • Aspect Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 803 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.