Blume Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Blume Capital 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	$33.8K	Hold	350	–	–	﹤0.01%	230
2026 Q1	$31.7K	Hold	350	–	–	0.01%	219
2025 Q4	$31.3K	Hold	350	–	–	0.01%	209
2025 Q3	$30.6K	Hold	350	–	–	0.01%	221
2025 Q2	$29.2K	Sell	350 -33	-9%	-$2.62K	0.01%	220
2025 Q1	$29K	Buy	383 +33	+9%	+$2.47K	0.01%	212
2024 Q4	$24.6K	Sell	350 -127	-27%	-$9.37K	0.01%	218
2024 Q3	$37.2K	Hold	477	–	–	0.01%	205
2024 Q2	$34.6K	Hold	477	–	–	0.01%	200
2024 Q1	$35.4K	Hold	477	–	–	0.01%	195
2023 Q4	$33.6K	Hold	477	–	–	0.01%	194
2023 Q3	$30.7K	Buy	477 +350	+276%	+$23.4K	0.01%	200
2023 Q2	$8.57K	Hold	127	–	–	﹤0.01%	253
2023 Q1	$8.49K	Hold	127	–	–	﹤0.01%	251
2022 Q4	$7.83K	Hold	127	–	–	﹤0.01%	260
2022 Q3	$7K	Hold	127	–	–	﹤0.01%	261
2022 Q2	$7K	Hold	127	–	–	﹤0.01%	264
2022 Q1	$9K	Hold	127	–	–	﹤0.01%	265
2021 Q4	$9K	Hold	127	–	–	﹤0.01%	257
2021 Q3	$9K	Hold	127	–	–	﹤0.01%	259
2021 Q2	$10K	Buy	+127	New	+$9.59K	﹤0.01%	237

Other funds holding IEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Blume Capital Management's IEFA Position: Q2 2026 in Review

Blume Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 350 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Blume Capital Management first reported a position in IEFA in Q2 2021 and has held it in 21 quarters since. The position peaked at $37.2K in Q3 2024. 1,475 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Blume Capital Management held 350 shares of iShares Core MSCI EAFE ETF worth $33.8K as of Q2 2026.
Blume Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #230 holding.
Blume Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
Blume Capital Management's iShares Core MSCI EAFE ETF position peaked at $37.2K in Q3 2024.
1,475 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.