Chapin Davis’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chapin Davis’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	$665K	Sell	6,887 -244	-3%	-$23.4K	0.12%	121
2026 Q1	$646K	Buy	7,131 +840	+13%	+$78.4K	0.14%	133
2025 Q4	$563K	Hold	6,291	–	–	0.13%	139
2025 Q3	$549K	Buy	6,291 +1,377	+28%	+$117K	0.13%	142
2025 Q2	$410K	Buy	4,914 +610	+14%	+$48.4K	0.11%	152
2025 Q1	$326K	Buy	4,304 +404	+10%	+$30.2K	0.11%	153
2024 Q4	$304K	Hold	3,900	–	–	0.1%	169
2024 Q3	$304K	Sell	3,900 -996	-20%	-$74.6K	0.1%	170
2024 Q2	$356K	Buy	4,896 +1,353	+38%	+$99.6K	0.12%	153
2024 Q1	$263K	Buy	3,543 +34	+1%	+$2.42K	0.1%	181
2023 Q4	$247K	Buy	3,509 +2	+0.1%	+$132	0.1%	176
2023 Q3	$226K	Buy	3,507 +265	+8%	+$17.7K	0.11%	166
2023 Q2	$219K	Buy	+3,242	New	+$220K	0.1%	185

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Chapin Davis's IEFA Position: Q2 2026 in Review

Chapin Davis reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, selling an estimated $23.4K and leaving 6,887 shares worth $665K. The position accounts for 0.12% of the portfolio, ranked #121.

Chapin Davis first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Chapin Davis held 6,887 shares of iShares Core MSCI EAFE ETF worth $665K as of Q2 2026.
Chapin Davis sold 244 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $23.4K.
iShares Core MSCI EAFE ETF made up 0.12% of Chapin Davis's portfolio in Q2 2026, its #121 holding.
Chapin Davis first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.