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Conrad Siegel Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Conrad Siegel Investment 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 		$17.6M Sell
182,159
-337,744
-65% -$32.4M 2.86% 9
2026
Q1 		$47.1M Buy
519,903
+6,694
+1% +$625K 8.5% 3
2025
Q4 		$45.9M Buy
513,209
+11,338
+2% +$1M 8.71% 3
2025
Q3 		$43.8M Sell
501,871
-840
-0.2% -$71.4K 9.2% 3
2025
Q2 		$42M Buy
502,711
+1,148
+0.2% +$91.1K 9.41% 3
2025
Q1 		$37.9M Buy
501,563
+2,915
+0.6% +$218K 9.74% 3
2024
Q4 		$35M Buy
498,648
+9,611
+2% +$709K 9.44% 3
2024
Q3 		$38.2M Buy
489,037
+5,178
+1% +$388K 10.31% 3
2024
Q2 		$35.1M Buy
483,859
+9,890
+2% +$728K 10.21% 3
2024
Q1 		$35.2M Buy
473,969
+4,756
+1% +$339K 10.29% 3
2023
Q4 		$33M Buy
469,213
+14,989
+3% +$988K 15% 3
2023
Q3 		$29.2M Buy
454,224
+30,038
+7% +$2.01M 15.09% 3
2023
Q2 		$28.6M Buy
424,186
+33,451
+9% +$2.27M 22.21% 2
2023
Q1 		$26.1M Buy
390,735
+3,643
+0.9% +$239K 23.16% 1
2022
Q4 		$23.9M Buy
387,092
+43,683
+13% +$2.57M 23.84% 1
2022
Q3 		$18.1M Buy
343,409
+9,233
+3% +$543K 20.4% 1
2022
Q2 		$19.7M Sell
334,176
-20,115
-6% -$1.29M 21.37% 1
2022
Q1 		$24.6M Buy
354,291
+18,868
+6% +$1.33M 22.34% 2
2021
Q4 		$24.9M Buy
+335,423
New +$25.2M 21.62% 1

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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

Conrad Siegel Investment Advisors's IEFA Position: Q2 2026 in Review

Conrad Siegel Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 65% in Q2 2026, selling an estimated $32.4M and leaving 182,159 shares worth $17.6M. The position accounts for 2.86% of the portfolio, ranked #9.

Conrad Siegel Investment Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.1M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Conrad Siegel Investment Advisors held 182,159 shares of iShares Core MSCI EAFE ETF worth $17.6M as of Q2 2026.
  • Conrad Siegel Investment Advisors sold 337,744 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $32.4M.
  • iShares Core MSCI EAFE ETF made up 2.86% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Conrad Siegel Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $47.1M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.