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

Enclave 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	$19.9M	Buy	206,344 +10,029	+5%	+$963K	2.52%	11
2026 Q1	$17.8M	Buy	196,315 +44,688	+29%	+$4.17M	2.44%	11
2025 Q4	$13.6M	Buy	151,627 +28,244	+23%	+$2.5M	1.92%	12
2025 Q3	$10.8M	Buy	123,383 +16,070	+15%	+$1.37M	1.65%	18
2025 Q2	$8.96M	Buy	107,313 +21,296	+25%	+$1.69M	1.45%	21
2025 Q1	$6.51M	Buy	86,017 +10,872	+14%	+$813K	1.11%	26
2024 Q4	$5.28M	Buy	75,145 +24,771	+49%	+$1.83M	0.87%	26
2024 Q3	$3.93M	Buy	+50,374	New	+$3.77M	0.67%	31

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

Enclave Advisors's IEFA Position: Q2 2026 in Review

Enclave Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q2 2026, buying an estimated $963K and bringing the position to 206,344 shares worth $19.9M. The position accounts for 2.52% of the portfolio, ranked #11.

Enclave Advisors first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Enclave Advisors held 206,344 shares of iShares Core MSCI EAFE ETF worth $19.9M as of Q2 2026.
Enclave Advisors bought 10,029 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $963K.
iShares Core MSCI EAFE ETF made up 2.52% of Enclave Advisors's portfolio in Q2 2026, its #11 holding.
Enclave Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.