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

Firestone 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	$2.59M	Sell	26,864 -192	-0.7%	-$18.4K	0.48%	42
2026 Q1	$2.45M	Sell	27,056 -1,335	-5%	-$125K	0.51%	41
2025 Q4	$2.54M	Buy	28,391 +794	+3%	+$70.2K	0.54%	40
2025 Q3	$2.41M	Hold	27,597	–	–	0.52%	40
2025 Q2	$2.3M	Buy	27,597 +899	+3%	+$71.3K	0.54%	40
2025 Q1	$2.02M	Sell	26,698 -610	-2%	-$45.6K	0.53%	38
2024 Q4	$1.92M	Buy	27,308 +1,560	+6%	+$115K	0.48%	44
2024 Q3	$2.01M	Sell	25,748 -2,675	-9%	-$200K	0.5%	41
2024 Q2	$2.06M	Buy	28,423 +4,561	+19%	+$336K	0.56%	39
2024 Q1	$1.77M	Buy	23,862 +634	+3%	+$45.1K	0.49%	41
2023 Q4	$1.63M	Sell	23,228 -2,198	-9%	-$145K	0.5%	40
2023 Q3	$1.64M	Buy	25,426 +3	+0%	+$201	0.56%	35
2023 Q2	$1.75M	Buy	25,423 +424	+2%	+$28.8K	0.57%	35
2023 Q1	$1.67M	Hold	24,999	–	–	0.6%	31
2022 Q4	$1.54M	Sell	24,999 -3,042	-11%	-$179K	0.57%	31
2022 Q3	$1.48M	Sell	28,041 -1,928	-6%	-$113K	0.6%	33
2022 Q2	$1.76M	Sell	29,969 -8,741	-23%	-$561K	0.69%	29
2022 Q1	$2.69M	Buy	38,710 +2,341	+6%	+$166K	0.88%	27
2021 Q4	$2.71M	Buy	36,369 +3,650	+11%	+$274K	0.86%	28
2021 Q3	$2.45M	Hold	32,719	–	–	0.81%	26
2021 Q2	$2.45M	Buy	32,719 +6,641	+25%	+$501K	0.88%	25
2021 Q1	$1.88M	Buy	26,078 +3,320	+15%	+$237K	0.67%	29
2020 Q4	$1.57M	Buy	22,758 +5,557	+32%	+$359K	0.6%	30
2020 Q3	$1.04M	Sell	17,201 -280	-2%	-$16.9K	0.46%	39
2020 Q2	$999K	Sell	17,481 -632	-3%	-$34.2K	0.46%	40
2020 Q1	$904K	Sell	18,113 -5,490	-23%	-$327K	0.47%	40
2019 Q4	$1.54M	Buy	+23,603	New	+$1.5M	0.66%	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

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

Firestone Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.71% in Q2 2026, selling an estimated $18.4K and leaving 26,864 shares worth $2.59M. The position accounts for 0.48% of the portfolio, ranked #42.

Firestone Capital Management first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.71M in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Firestone Capital Management held 26,864 shares of iShares Core MSCI EAFE ETF worth $2.59M as of Q2 2026.
Firestone Capital Management sold 192 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $18.4K.
iShares Core MSCI EAFE ETF made up 0.48% of Firestone Capital Management's portfolio in Q2 2026, its #42 holding.
Firestone Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
Firestone Capital Management's iShares Core MSCI EAFE ETF position peaked at $2.71M in Q4 2021.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.