Camelot Technology Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Camelot Technology Advisors’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	$10.2M	Sell	105,665 -3,130	-3%	-$301K	6.86%	2
2026 Q1	$9.85M	Buy	108,795 +6,281	+6%	+$586K	7.14%	2
2025 Q4	$9.17M	Buy	102,514 +12,348	+14%	+$1.09M	6.81%	2
2025 Q3	$7.87M	Sell	90,166 -399	-0.4%	-$33.9K	6.25%	2
2025 Q2	$7.56M	Buy	90,565 +4,421	+5%	+$351K	6.44%	2
2025 Q1	$6.52M	Sell	86,144 -299	-0.3%	-$22.4K	5.89%	2
2024 Q4	$6.08M	Buy	86,443 +1,429	+2%	+$105K	5.5%	2
2024 Q3	$6.64M	Sell	85,014 -1,013	-1%	-$75.8K	5.85%	2
2024 Q2	$6.25M	Buy	86,027 +514	+0.6%	+$37.8K	5.79%	2
2024 Q1	$6.35M	Sell	85,513 -966	-1%	-$68.8K	5.85%	2
2023 Q4	$6.08M	Buy	+86,479	New	+$5.7M	6.2%	2

Other funds holding IEFA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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 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

Camelot Technology Advisors's IEFA Position: Q2 2026 in Review

Camelot Technology Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, selling an estimated $301K and leaving 105,665 shares worth $10.2M. The position accounts for 6.86% of the portfolio, ranked #2.

Camelot Technology Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Camelot Technology Advisors held 105,665 shares of iShares Core MSCI EAFE ETF worth $10.2M as of Q2 2026.
Camelot Technology Advisors sold 3,130 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $301K.
iShares Core MSCI EAFE ETF made up 6.86% of Camelot Technology Advisors's portfolio in Q2 2026, its #2 holding.
Camelot Technology Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.