Emerald Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Emerald 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	$2.99M	Sell	30,998 -10,834	-26%	-$1.04M	0.38%	19
2026 Q1	$3.79M	Sell	41,832 -27,258	-39%	-$2.54M	0.47%	13
2025 Q4	$6.18M	Sell	69,090 -31,881	-32%	-$2.82M	0.84%	9
2025 Q3	$8.82M	Buy	100,971 +5,731	+6%	+$487K	1.17%	6
2025 Q2	$7.95M	Sell	95,240 -4,941	-5%	-$392K	1.02%	6
2025 Q1	$7.58M	Buy	100,181 +4,770	+5%	+$357K	1.01%	5
2024 Q4	$6.71M	Buy	95,411 +4,679	+5%	+$345K	0.92%	6
2024 Q3	$6.93M	Buy	90,732 +3,972	+5%	+$297K	1%	5
2024 Q2	$6.3M	Buy	86,760 +4,444	+5%	+$327K	0.96%	5
2024 Q1	$6.11M	Buy	82,316 +6,414	+8%	+$457K	1.09%	5
2023 Q4	$5.34M	Buy	75,902 +3,213	+4%	+$212K	1.02%	7
2023 Q3	$4.68M	Buy	72,689 +2,745	+4%	+$184K	1.09%	7
2023 Q2	$4.72M	Buy	69,944 +4,693	+7%	+$318K	1.13%	7
2023 Q1	$4.36M	Sell	65,251 -169	-0.3%	-$11.1K	1.12%	7
2022 Q4	$4.03M	Sell	65,420 -4,419	-6%	-$260K	1.12%	6
2022 Q3	$3.68M	Buy	69,839 +3,456	+5%	+$203K	1.07%	5
2022 Q2	$3.91M	Buy	66,383 +17,979	+37%	+$1.15M	1.09%	5
2022 Q1	$3.37M	Buy	48,404 +1,402	+3%	+$99.2K	0.79%	10
2021 Q4	$3.51M	Buy	47,002 +2,395	+5%	+$180K	0.85%	8
2021 Q3	$3.31M	Buy	44,607 +3,032	+7%	+$231K	0.94%	8
2021 Q2	$3.11M	Buy	41,575 +5,358	+15%	+$405K	0.97%	8
2021 Q1	$2.61M	Buy	36,217 +2,537	+8%	+$181K	0.94%	9
2020 Q4	$2.33M	Buy	+33,680	New	+$2.18M	0.8%	12
2020 Q1	–	Sell	-9,083	Closed	-$580K	–	86
2019 Q4	$580K	Buy	+9,083	New	+$576K	0.55%	28

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Emerald Advisors's IEFA Position: Q2 2026 in Review

Emerald Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q2 2026, selling an estimated $1.04M and leaving 30,998 shares worth $2.99M. The position accounts for 0.38% of the portfolio, ranked #19.

Emerald Advisors first reported a position in IEFA in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.82M in Q3 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Emerald Advisors held 30,998 shares of iShares Core MSCI EAFE ETF worth $2.99M as of Q2 2026.
Emerald Advisors sold 10,834 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.04M.
iShares Core MSCI EAFE ETF made up 0.38% of Emerald Advisors's portfolio in Q2 2026, its #19 holding.
Emerald Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
Emerald Advisors's iShares Core MSCI EAFE ETF position peaked at $8.82M in Q3 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.