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

Elgethun Capital Management’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	$993K	Buy	10,286 +22	+0.2%	+$2.11K	0.14%	74
2026 Q1	$929K	Hold	10,264	–	–	0.15%	68
2025 Q4	$918K	Buy	10,264 +524	+5%	+$46.3K	0.16%	66
2025 Q3	$855K	Buy	9,740 +104	+1%	+$8.84K	0.16%	65
2025 Q2	$804K	Buy	9,636 +580	+6%	+$46K	0.16%	65
2025 Q1	$685K	Buy	9,056 +3,800	+72%	+$284K	0.15%	63
2024 Q4	$369K	Buy	5,256 +21	+0.4%	+$1.55K	0.09%	90
2024 Q3	$409K	Hold	5,235	–	–	0.1%	86
2024 Q2	$380K	Buy	5,235 +22	+0.4%	+$1.62K	0.1%	86
2024 Q1	$386K	Hold	5,213	–	–	0.1%	91
2023 Q4	$367K	Buy	5,213 +17	+0.3%	+$1.12K	0.1%	88
2023 Q3	$332K	Buy	5,196 +544	+12%	+$36.4K	0.1%	88
2023 Q2	$314K	Buy	4,652 +104	+2%	+$7.05K	0.09%	91
2023 Q1	$305K	Hold	4,548	–	–	0.1%	93
2022 Q4	$282K	Buy	+4,548	New	+$268K	0.1%	89

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elgethun Capital Management's IEFA Position: Q2 2026 in Review

Elgethun Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.21% in Q2 2026, buying an estimated $2.11K and bringing the position to 10,286 shares worth $993K. The position accounts for 0.14% of the portfolio, ranked #74.

Elgethun Capital Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 1,140 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Elgethun Capital Management held 10,286 shares of iShares Core MSCI EAFE ETF worth $993K as of Q2 2026.
Elgethun Capital Management bought 22 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.11K.
iShares Core MSCI EAFE ETF made up 0.14% of Elgethun Capital Management's portfolio in Q2 2026, its #74 holding.
Elgethun Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
1,140 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.