Constellation Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Constellation Investments’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	$71.7M	Sell	742,106 -37,392	-5%	-$3.59M	2.25%	9
2026 Q1	$70.6M	Hold	779,498	–	–	2.34%	9
2025 Q4	$69.7M	Hold	779,498	–	–	2.15%	9
2025 Q3	$68.1M	Hold	779,498	–	–	3.18%	8
2025 Q2	$65.1M	Hold	779,498	–	–	3.01%	7
2025 Q1	$59M	Sell	779,498 -1,066,000	-58%	-$79.7M	2.8%	6
2024 Q4	$130M	Buy	+1,845,498	New	+$136M	5.9%	5

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments's IEFA Position: Q2 2026 in Review

Constellation Investments reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q2 2026, selling an estimated $3.59M and leaving 742,106 shares worth $71.7M. The position accounts for 2.25% of the portfolio, ranked #9.

Constellation Investments first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $130M in Q4 2024. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Constellation Investments held 742,106 shares of iShares Core MSCI EAFE ETF worth $71.7M as of Q2 2026.
Constellation Investments sold 37,392 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.59M.
iShares Core MSCI EAFE ETF made up 2.25% of Constellation Investments's portfolio in Q2 2026, its #9 holding.
Constellation Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Constellation Investments's iShares Core MSCI EAFE ETF position peaked at $130M in Q4 2024.
713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.