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Colton Groome Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Colton Groome Financial 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 		$3.18M Buy
32,877
+1,440
+5% +$138K 0.77% 29
2026
Q1 		$2.85M Sell
31,437
-375
-1% -$35K 0.81% 29
2025
Q4 		$2.85M Sell
31,812
-42
-0.1% -$3.71K 0.82% 29
2025
Q3 		$2.78M Sell
31,854
-518
-2% -$44K 0.85% 27
2025
Q2 		$2.7M Sell
32,372
-579
-2% -$46K 0.92% 26
2025
Q1 		$2.59M Buy
32,951
+2,923
+10% +$219K 1.01% 25
2024
Q4 		$2.11M Sell
30,028
-246
-0.8% -$18.1K 0.81% 30
2024
Q3 		$2.36M Sell
30,274
-1,430
-5% -$107K 0.88% 24
2024
Q2 		$2.3M Sell
31,704
-2,439
-7% -$179K 0.91% 25
2024
Q1 		$2.53M Sell
34,143
-9,180
-21% -$653K 1.02% 25
2023
Q4 		$3.05M Sell
43,323
-5,885
-12% -$388K 1.33% 20
2023
Q3 		$3.17M Sell
49,208
-18,729
-28% -$1.25M 1.59% 17
2023
Q2 		$4.59M Buy
67,937
+29,397
+76% +$1.99M 2.15% 11
2023
Q1 		$2.58M Buy
38,540
+4,735
+14% +$310K 1.23% 22
2022
Q4 		$2.08M Sell
33,805
-600
-2% -$35.3K 1.02% 31
2022
Q3 		$1.81M Sell
34,405
-4,365
-11% -$257K 0.92% 29
2022
Q2 		$2.28M Buy
38,770
+26,845
+225% +$1.72M 1.14% 23
2022
Q1 		$829K Buy
11,925
+6,600
+124% +$467K 0.38% 44
2021
Q4 		$397K Buy
5,325
+975
+22% +$73.3K 0.16% 88
2021
Q3 		$323K Hold
4,350
– – 0.14% 91
2021
Q2 		$326K Buy
4,350
+400
+10% +$30.2K 0.15% 91
2021
Q1 		$285K Buy
+3,950
New +$282K 0.16% 60

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Colton Groome Financial Advisors's IEFA Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.6% in Q2 2026, buying an estimated $138K and bringing the position to 32,877 shares worth $3.18M. The position accounts for 0.77% of the portfolio, ranked #29.

Colton Groome Financial Advisors first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.59M in Q2 2023. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Colton Groome Financial Advisors held 32,877 shares of iShares Core MSCI EAFE ETF worth $3.18M as of Q2 2026.
  • Colton Groome Financial Advisors bought 1,440 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $138K.
  • iShares Core MSCI EAFE ETF made up 0.77% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Colton Groome Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $4.59M in Q2 2023.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.