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

Guidance Capital’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	$17.2M	Buy	178,249 +4,048	+2%	+$389K	3.69%	4
2026 Q1	$16.6M	Sell	174,201 -108	-0.1%	-$10.1K	3.73%	4
2025 Q4	$16.2M	Sell	174,309 -334	-0.2%	-$29.5K	3.95%	4
2025 Q3	$15.5M	Sell	174,643 -2,512	-1%	-$213K	4.04%	4
2025 Q2	$14.5M	Sell	177,155 -4,847	-3%	-$385K	4.13%	3
2025 Q1	$14.5M	Buy	+182,002	New	+$13.6M	4.44%	2
2024 Q4	–	Sell	-168,629	Closed	-$12.9M	–	211
2024 Q3	$12.9M	Sell	168,629 -5,874	-3%	-$440K	4.03%	5
2024 Q2	$13M	Sell	174,503 -5,994	-3%	-$441K	4.28%	4
2024 Q1	$12.9M	Sell	180,497 -17,005	-9%	-$1.21M	4.76%	4
2023 Q4	$13.7M	Buy	+197,502	New	+$13M	5.46%	3
2023 Q3	–	Sell	-203,952	Closed	-$13.8M	–	154
2023 Q2	$13.8M	Buy	+203,952	New	+$13.8M	5.98%	3

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Guidance Capital's IEFA Position: Q2 2026 in Review

Guidance Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, buying an estimated $389K and bringing the position to 178,249 shares worth $17.2M. The position accounts for 3.69% of the portfolio, ranked #4.

Guidance Capital first reported a position in IEFA in Q2 2023 and has held it in 11 quarters since. 604 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Guidance Capital held 178,249 shares of iShares Core MSCI EAFE ETF worth $17.2M as of Q2 2026.
Guidance Capital bought 4,048 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $389K.
iShares Core MSCI EAFE ETF made up 3.69% of Guidance Capital's portfolio in Q2 2026, its #4 holding.
Guidance Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 11 quarters since.
604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.