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Courier Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Courier Capital’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 		$14.9M Sell
153,831
-1,267
-0.8% -$122K 0.74% 30
2026
Q1 		$14M Sell
155,098
-17,657
-10% -$1.65M 0.78% 28
2025
Q4 		$15.5M Sell
172,755
-72,930
-30% -$6.45M 0.87% 24
2025
Q3 		$21.5M Sell
245,685
-25,365
-9% -$2.16M 1.23% 15
2025
Q2 		$22.6M Buy
271,050
+29,775
+12% +$2.36M 1.37% 15
2025
Q1 		$18.3M Buy
241,275
+132,273
+121% +$9.89M 1.19% 17
2024
Q4 		$7.66M Buy
109,002
+97,638
+859% +$7.2M 0.53% 41
2024
Q3 		$887K Buy
11,364
+109
+1% +$8.16K 0.06% 202
2024
Q2 		$818K Buy
11,255
+1,697
+18% +$125K 0.07% 185
2024
Q1 		$709K Sell
9,558
-1,290
-12% -$91.8K 0.05% 213
2023
Q4 		$763K Hold
10,848
– – 0.06% 200
2023
Q3 		$698K Buy
10,848
+54
+0.5% +$3.62K 0.06% 204
2023
Q2 		$729K Sell
10,794
-32
-0.3% -$2.17K 0.06% 206
2023
Q1 		$724K Buy
10,826
+35
+0.3% +$2.29K 0.08% 140
2022
Q4 		$665K Sell
10,791
-755
-7% -$44.4K 0.08% 146
2022
Q3 		$608K Sell
11,546
-348
-3% -$20.5K 0.08% 146
2022
Q2 		$700K Buy
11,894
+89
+0.8% +$5.71K 0.08% 140
2022
Q1 		$821K Buy
11,805
+59
+0.5% +$4.17K 0.08% 143
2021
Q4 		$877K Buy
11,746
+2,839
+32% +$213K 0.08% 142
2021
Q3 		$661K Hold
8,907
– – 0.06% 160
2021
Q2 		$667K Buy
8,907
+1,753
+25% +$132K 0.06% 163
2021
Q1 		$515K Buy
7,154
+1,142
+19% +$81.6K 0.05% 178
2020
Q4 		$415K Buy
6,012
+1,538
+34% +$99.5K 0.05% 191
2020
Q3 		$280K Buy
4,474
+155
+4% +$9.35K 0.03% 231
2020
Q2 		$251K Hold
4,319
– – 0.03% 237
2020
Q1 		$217K Buy
+4,319
New +$257K 0.03% 237

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Courier Capital's IEFA Position: Q2 2026 in Review

Courier Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.82% in Q2 2026, selling an estimated $122K and leaving 153,831 shares worth $14.9M. The position accounts for 0.74% of the portfolio, ranked #30.

Courier Capital first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $22.6M in Q2 2025. 1,228 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Courier Capital held 153,831 shares of iShares Core MSCI EAFE ETF worth $14.9M as of Q2 2026.
  • Courier Capital sold 1,267 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $122K.
  • iShares Core MSCI EAFE ETF made up 0.74% of Courier Capital's portfolio in Q2 2026, its #30 holding.
  • Courier Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • Courier Capital's iShares Core MSCI EAFE ETF position peaked at $22.6M in Q2 2025.
  • 1,228 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.