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Blue Fin Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Blue Fin Capital’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 		$3.76M Buy
38,889
+2,806
+8% +$270K 0.54% 39
2026
Q1 		$3.27M Buy
36,083
+7,635
+27% +$713K 0.54% 40
2025
Q4 		$2.54M Buy
28,448
+14,758
+108% +$1.31M 0.39% 47
2025
Q3 		$1.2M Buy
13,690
+1,721
+14% +$146K 0.19% 75
2025
Q2 		$999K Sell
11,969
-3,202
-21% -$254K 0.17% 77
2025
Q1 		$1.15M Buy
15,171
+585
+4% +$43.7K 0.22% 73
2024
Q4 		$1.03M Buy
14,586
+94
+0.6% +$6.93K 0.19% 74
2024
Q3 		$1.13M Buy
14,492
+494
+4% +$37K 0.21% 73
2024
Q2 		$1.02M Buy
13,998
+510
+4% +$37.5K 0.2% 74
2024
Q1 		$1M Buy
13,488
+771
+6% +$54.9K 0.22% 72
2023
Q4 		$895K Buy
12,717
+1,492
+13% +$98.3K 0.23% 75
2023
Q3 		$722K Buy
11,225
+4,210
+60% +$282K 0.21% 81
2023
Q2 		$473K Buy
7,015
+134
+2% +$9.09K 0.14% 88
2023
Q1 		$468K Buy
6,881
+440
+7% +$28.8K 0.15% 88
2022
Q4 		$397K Buy
6,441
+134
+2% +$7.89K 0.15% 99
2022
Q3 		$332K Buy
6,307
+68
+1% +$4K 0.13% 100
2022
Q2 		$367K Buy
6,239
+154
+3% +$9.88K 0.13% 95
2022
Q1 		$422K Buy
6,085
+1,720
+39% +$122K 0.12% 95
2021
Q4 		$325K Buy
4,365
+615
+16% +$46.2K 0.09% 109
2021
Q3 		$278K Sell
3,750
-911
-20% -$69.3K 0.08% 112
2021
Q2 		$348K Buy
4,661
+1,092
+31% +$82.4K 0.11% 97
2021
Q1 		$257K Buy
3,569
+10
+0.3% +$715 0.09% 113
2020
Q4 		$245K Sell
3,559
-1,265
-26% -$81.8K 0.09% 108
2020
Q3 		$290K Sell
4,824
-976
-17% -$58.9K 0.12% 96
2020
Q2 		$331K Sell
5,800
-4,945
-46% -$268K 0.15% 88
2020
Q1 		$536K Sell
10,745
-2,715
-20% -$162K 0.3% 74
2019
Q4 		$878K Sell
13,460
-1,069
-7% -$67.8K 0.41% 71
2019
Q3 		$887K Sell
14,529
-1,931
-12% -$117K 0.46% 68
2019
Q2 		$1.01M Buy
16,460
+453
+3% +$27.8K 0.52% 63
2019
Q1 		$972K Buy
16,007
+106
+0.7% +$6.26K 0.51% 63
2018
Q4 		$874K Buy
+15,901
New +$933K 0.52% 60

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Blue Fin Capital's IEFA Position: Q2 2026 in Review

Blue Fin Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q2 2026, buying an estimated $270K and bringing the position to 38,889 shares worth $3.76M. The position accounts for 0.54% of the portfolio, ranked #39.

Blue Fin Capital first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 1,415 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Blue Fin Capital held 38,889 shares of iShares Core MSCI EAFE ETF worth $3.76M as of Q2 2026.
  • Blue Fin Capital bought 2,806 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $270K.
  • iShares Core MSCI EAFE ETF made up 0.54% of Blue Fin Capital's portfolio in Q2 2026, its #39 holding.
  • Blue Fin Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,415 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.