Freestone Capital Holdings’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Freestone Capital Holdings’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	$10.5M	Buy	108,238 +280	+0.3%	+$26.9K	0.27%	61
2026 Q1	$9.77M	Sell	107,958 -365	-0.3%	-$34.1K	0.3%	62
2025 Q4	$9.69M	Buy	108,323 +695	+0.6%	+$61.5K	0.29%	59
2025 Q3	$9.4M	Sell	107,628 -494	-0.5%	-$42K	0.29%	59
2025 Q2	$9.03M	Sell	108,122 -57,992	-35%	-$4.6M	0.3%	61
2025 Q1	$12.6M	Sell	166,114 -754	-0.5%	-$56.4K	0.47%	40
2024 Q4	$11.7M	Sell	166,868 -4,874	-3%	-$360K	0.41%	45
2024 Q3	$13.4M	Buy	171,742 +54,053	+46%	+$4.05M	0.46%	41
2024 Q2	$8.55M	Sell	117,689 -5,344	-4%	-$393K	0.31%	59
2024 Q1	$9.13M	Buy	123,033 +5,718	+5%	+$407K	0.34%	56
2023 Q4	$8.25M	Buy	117,315 +9,511	+9%	+$627K	0.37%	55
2023 Q3	$6.94M	Buy	107,804 +1,793	+2%	+$120K	0.37%	58
2023 Q2	$7.16M	Sell	106,011 -9,930	-9%	-$673K	0.29%	63
2023 Q1	$7.75M	Sell	115,941 -300,283	-72%	-$19.7M	0.34%	51
2022 Q4	$25.7M	Buy	416,224 +387,244	+1,336%	+$22.8M	1.17%	14
2022 Q3	$1.53M	Sell	28,980 -32,976	-53%	-$1.94M	0.07%	169
2022 Q2	$3.65M	Sell	61,956 -19,944	-24%	-$1.28M	0.14%	101
2022 Q1	$5.69M	Buy	81,900 +54,320	+197%	+$3.84M	0.23%	91
2021 Q4	$2.06M	Sell	27,580 -1,935	-7%	-$145K	0.09%	182
2021 Q3	$2.19M	Hold	29,515	–	–	0.11%	165
2021 Q2	$2.21M	Hold	29,515	–	–	0.11%	167
2021 Q1	$2.13M	Buy	29,515 +14,880	+102%	+$1.06M	0.12%	160
2020 Q4	$1.01M	Buy	14,635 +3,516	+32%	+$227K	0.06%	195
2020 Q3	$670K	Hold	11,119	–	–	0.04%	208
2020 Q2	$636K	Buy	+11,119	New	+$603K	0.01%	223
2018 Q3	–	Sell	-6,335	Closed	-$401K	–	407
2018 Q2	$401K	Hold	6,335	–	–	﹤0.01%	292
2018 Q1	$417K	Sell	6,335 -948	-13%	-$63.7K	0.02%	285
2017 Q4	$481K	Buy	+7,283	New	+$475K	0.03%	268

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

Freestone Capital Holdings's IEFA Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.26% in Q2 2026, buying an estimated $26.9K and bringing the position to 108,238 shares worth $10.5M. The position accounts for 0.27% of the portfolio, ranked #61.

Freestone Capital Holdings first reported a position in IEFA in Q4 2017 and has held it in 28 quarters since. The position peaked at $25.7M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Freestone Capital Holdings held 108,238 shares of iShares Core MSCI EAFE ETF worth $10.5M as of Q2 2026.
Freestone Capital Holdings bought 280 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.9K.
iShares Core MSCI EAFE ETF made up 0.27% of Freestone Capital Holdings's portfolio in Q2 2026, its #61 holding.
Freestone Capital Holdings first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 28 quarters since.
Freestone Capital Holdings's iShares Core MSCI EAFE ETF position peaked at $25.7M in Q4 2022.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.