AIM
IEFA icon

Aspen Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aspen Investment Management’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 		$10.4M Buy
107,296
+3,341
+3% +$321K 2.79% 4
2026
Q1 		$9.41M Buy
103,955
+1,487
+1% +$139K 2.88% 4
2025
Q4 		$9.17M Buy
102,468
+5,545
+6% +$490K 2.76% 6
2025
Q3 		$8.46M Buy
96,923
+7,954
+9% +$676K 3.27% 5
2025
Q2 		$7.43M Buy
88,969
+12,537
+16% +$995K 3.12% 4
2025
Q1 		$5.78M Sell
76,432
-2,164
-3% -$162K 2.67% 6
2024
Q4 		$5.52M Sell
78,596
-349
-0.4% -$25.7K 2.56% 6
2024
Q3 		$6.16M Buy
78,945
+768
+1% +$57.5K 2.87% 6
2024
Q2 		$5.68M Sell
78,177
-131
-0.2% -$9.64K 2.83% 6
2024
Q1 		$5.81M Buy
78,308
+1,349
+2% +$96K 2.95% 5
2023
Q4 		$5.41M Buy
76,959
+42
+0.1% +$2.77K 3.02% 5
2023
Q3 		$4.95M Buy
76,917
+741
+1% +$49.6K 3% 6
2023
Q2 		$5.14M Buy
76,176
+1,392
+2% +$94.4K 3.06% 6
2023
Q1 		$5M Buy
74,784
+26,268
+54% +$1.72M 3.2% 5
2022
Q4 		$2.99M Sell
48,516
-1,099
-2% -$64.7K 1.96% 9
2022
Q3 		$2.61M Buy
49,615
+3,585
+8% +$211K 1.74% 12
2022
Q2 		$2.71M Sell
46,030
-50
-0.1% -$3.21K 1.7% 13
2022
Q1 		$3.2M Sell
46,080
-35,222
-43% -$2.49M 1.68% 12
2021
Q4 		$6.07M Sell
81,302
-881
-1% -$66.2K 2.99% 4
2021
Q3 		$6.1M Buy
82,183
+7,264
+10% +$553K 3.23% 4
2021
Q2 		$5.61M Buy
74,919
+125
+0.2% +$9.44K 2.93% 5
2021
Q1 		$5.39M Buy
74,794
+22
+0% +$1.57K 3% 4
2020
Q4 		$5.17M Buy
74,772
+11,969
+19% +$774K 3.06% 4
2020
Q3 		$3.79M Sell
62,803
-300
-0.5% -$18.1K 2.52% 7
2020
Q2 		$3.61M Buy
63,103
+20,584
+48% +$1.12M 2.58% 7
2020
Q1 		$2.12M Sell
42,519
-5,850
-12% -$348K 1.84% 11
2019
Q4 		$3.16M Buy
48,369
+2,121
+5% +$135K 1.97% 8
2019
Q3 		$2.82M Sell
46,248
-120
-0.3% -$7.24K 1.89% 9
2019
Q2 		$2.85M Buy
46,368
+510
+1% +$31.2K 1.87% 9
2019
Q1 		$2.79M Buy
45,858
+3,930
+9% +$232K 1.95% 8
2018
Q4 		$2.31M Sell
41,928
-3,635
-8% -$213K 1.85% 10
2018
Q3 		$2.92M Buy
45,563
+2,311
+5% +$147K 1.93% 8
2018
Q2 		$2.74M Sell
43,252
-11,147
-20% -$738K 1.89% 8
2018
Q1 		$3.58M Buy
54,399
+8,579
+19% +$576K 2.57% 7
2017
Q4 		$3.03M Buy
45,820
+5,269
+13% +$344K 2.15% 6
2017
Q3 		$2.6M Buy
40,551
+1,850
+5% +$116K 1.93% 11
2017
Q2 		$2.36M Buy
38,701
+799
+2% +$48.2K 1.77% 11
2017
Q1 		$2.2M Buy
37,902
+10,942
+41% +$615K 1.63% 11
2016
Q4 		$1.45M Sell
26,960
-755
-3% -$40.5K 1.09% 19
2016
Q3 		$1.53M Sell
27,715
-2,517
-8% -$136K 1.21% 18
2016
Q2 		$1.57M Sell
30,232
-4,391
-13% -$235K 1.29% 16
2016
Q1 		$1.84M Buy
34,623
+670
+2% +$34.2K 1.69% 12
2015
Q4 		$1.85M Buy
33,953
+1,035
+3% +$57.4K 1.84% 13
2015
Q3 		$1.74M Sell
32,918
-2,894
-8% -$164K 1.7% 12
2015
Q2 		$2.09M Buy
35,812
+16,920
+90% +$1.03M 1.75% 11
2015
Q1 		$1.1M Buy
18,892
+2,280
+14% +$131K 0.88% 27
2014
Q4 		$919K Sell
16,612
-1,042
-6% -$59.1K 0.77% 36
2014
Q3 		$1.03M Sell
17,654
-28,755
-62% -$1.74M 0.86% 30
2014
Q2 		$2.89M Buy
46,409
+3,680
+9% +$228K 1.76% 12
2014
Q1 		$2.61M Buy
42,729
+586
+1% +$35.1K 1.66% 12
2013
Q4 		$2.56M Buy
42,143
+6,363
+18% +$376K 1.71% 14
2013
Q3 		$2.06M Buy
35,780
+31,540
+744% +$1.74M 1.46% 16
2013
Q2 		$218K Buy
+4,240
New +$230K 0.15% 106

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
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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Aspen Investment Management's IEFA Position: Q2 2026 in Review

Aspen Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, buying an estimated $321K and bringing the position to 107,296 shares worth $10.4M. The position accounts for 2.79% of the portfolio, ranked #4.

Aspen Investment Management first reported a position in IEFA in Q2 2013 and has held it in 53 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Aspen Investment Management held 107,296 shares of iShares Core MSCI EAFE ETF worth $10.4M as of Q2 2026.
  • Aspen Investment Management bought 3,341 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $321K.
  • iShares Core MSCI EAFE ETF made up 2.79% of Aspen Investment Management's portfolio in Q2 2026, its #4 holding.
  • Aspen Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.