ES
IEFA icon

Eagle Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Eagle Strategies’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 		$7.15M Buy
74,062
+3,055
+4% +$293K 0.71% 35
2026
Q1 		$6.43M Buy
71,007
+2,607
+4% +$243K 0.77% 36
2025
Q4 		$6.12M Sell
68,400
-457
-0.7% -$40.4K 0.78% 36
2025
Q3 		$6.01M Sell
68,857
-383
-0.6% -$32.5K 0.8% 36
2025
Q2 		$5.78M Buy
69,240
+1,406
+2% +$112K 0.88% 32
2025
Q1 		$5.13M Buy
67,834
+2,044
+3% +$153K 0.89% 33
2024
Q4 		$4.62M Buy
65,790
+1,089
+2% +$80.3K 0.8% 39
2024
Q3 		$5.05M Buy
64,701
+410
+0.6% +$30.7K 0.91% 30
2024
Q2 		$4.67M Buy
64,291
+57,472
+843% +$4.23M 0.89% 32
2024
Q1 		$506K Sell
6,819
-53,145
-89% -$3.78M 0.11% 159
2023
Q4 		$4.22M Buy
59,964
+7,212
+14% +$475K 0.9% 31
2023
Q3 		$3.39M Sell
52,752
-480
-0.9% -$32.1K 0.84% 31
2023
Q2 		$3.59M Sell
53,232
-4,576
-8% -$310K 0.87% 27
2023
Q1 		$3.86M Sell
57,808
-58,933
-50% -$3.86M 0.97% 25
2022
Q4 		$7.2M Sell
116,741
-19,800
-15% -$1.17M 2.15% 12
2022
Q3 		$7.19M Sell
136,541
-3,516
-3% -$207K 3.76% 7
2022
Q2 		$8.24M Buy
140,057
+22,568
+19% +$1.45M 3.01% 8
2022
Q1 		$8.17M Buy
117,489
+82,640
+237% +$5.85M 3.19% 6
2021
Q4 		$2.6M Buy
+34,849
New +$2.62M 1.01% 23

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Eagle Strategies's IEFA Position: Q2 2026 in Review

Eagle Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.3% in Q2 2026, buying an estimated $293K and bringing the position to 74,062 shares worth $7.15M. The position accounts for 0.71% of the portfolio, ranked #35.

Eagle Strategies first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.24M in Q2 2022. 1,337 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Eagle Strategies held 74,062 shares of iShares Core MSCI EAFE ETF worth $7.15M as of Q2 2026.
  • Eagle Strategies bought 3,055 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $293K.
  • iShares Core MSCI EAFE ETF made up 0.71% of Eagle Strategies's portfolio in Q2 2026, its #35 holding.
  • Eagle Strategies first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's iShares Core MSCI EAFE ETF position peaked at $8.24M in Q2 2022.
  • 1,337 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.