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

Empire Life 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	$40.7M	Buy	421,505 +36,214	+9%	+$3.48M	2.27%	9
2026 Q1	$35.4M	Sell	385,291 -46,090	-11%	-$4.3M	2.15%	11
2025 Q4	$38.6M	Buy	431,381 +35,677	+9%	+$3.15M	2.17%	11
2025 Q3	$34.5M	Buy	395,704 +29,287	+8%	+$2.49M	2.02%	12
2025 Q2	$30.6M	Sell	366,417 -19,052	-5%	-$1.51M	1.94%	10
2025 Q1	$29.2M	Buy	385,469 +21,343	+6%	+$1.6M	1.9%	13
2024 Q4	$25.6M	Buy	364,126 +17,508	+5%	+$1.29M	1.61%	23
2024 Q3	$27.1M	Sell	346,618 -2,026	-0.6%	-$152K	1.65%	18
2024 Q2	$25.3M	Buy	348,644 +154,414	+80%	+$11.4M	1.6%	22
2024 Q1	$14.4M	Sell	194,230 -14,396	-7%	-$1.02M	0.89%	44
2023 Q4	$14.7M	Sell	208,626 -6,308	-3%	-$416K	0.95%	42
2023 Q3	$13.8M	Buy	214,934 +3,523	+2%	+$236K	1.01%	40
2023 Q2	$14.3M	Sell	211,411 -5,000	-2%	-$339K	0.97%	41
2023 Q1	$14.5M	Buy	216,411 +17,700	+9%	+$1.16M	1.03%	37
2022 Q4	$12.2M	Sell	198,711 -11,250	-5%	-$662K	0.84%	43
2022 Q3	$11.1M	Buy	209,961 +170,261	+429%	+$10M	0.84%	42
2022 Q2	$2.34M	Buy	+39,700	New	+$2.55M	0.17%	66

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Empire Life Investments's IEFA Position: Q2 2026 in Review

Empire Life Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q2 2026, buying an estimated $3.48M and bringing the position to 421,505 shares worth $40.7M. The position accounts for 2.27% of the portfolio, ranked #9.

Empire Life Investments first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 1,235 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Empire Life Investments held 421,505 shares of iShares Core MSCI EAFE ETF worth $40.7M as of Q2 2026.
Empire Life Investments bought 36,214 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.48M.
iShares Core MSCI EAFE ETF made up 2.27% of Empire Life Investments's portfolio in Q2 2026, its #9 holding.
Empire Life Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
1,235 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.