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Holcombe Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Holcombe Financial’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 		$390K Sell
4,033
-289
-7% -$27.8K 0.22% 41
2026
Q1 		$391K Buy
4,322
+289
+7% +$27K 0.23% 39
2025
Q4 		$361K Hold
4,033
– – 0.23% 39
2025
Q3 		$352K Hold
4,033
– – 0.25% 32
2025
Q2 		$337K Hold
4,033
– – 0.25% 29
2025
Q1 		$305K Hold
4,033
– – 0.25% 30
2024
Q4 		$283K Buy
+4,033
New +$298K 0.23% 28

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Holcombe Financial's IEFA Position: Q2 2026 in Review

Holcombe Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.7% in Q2 2026, selling an estimated $27.8K and leaving 4,033 shares worth $390K. The position accounts for 0.22% of the portfolio, ranked #41.

Holcombe Financial first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Holcombe Financial held 4,033 shares of iShares Core MSCI EAFE ETF worth $390K as of Q2 2026.
  • Holcombe Financial sold 289 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $27.8K.
  • iShares Core MSCI EAFE ETF made up 0.22% of Holcombe Financial's portfolio in Q2 2026, its #41 holding.
  • Holcombe Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's iShares Core MSCI EAFE ETF position peaked at $391K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.