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

IEQ 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 		$25.2M Sell
261,365
-6,813
-3% -$654K 0.12% 151
2026
Q1 		$24.3M Buy
268,178
+20,558
+8% +$1.92M 0.11% 172
2025
Q4 		$22.2M Sell
247,620
-2,616
-1% -$231K 0.07% 191
2025
Q3 		$21.8M Buy
250,236
+21,259
+9% +$1.81M 0.07% 156
2025
Q2 		$19.1M Buy
228,977
+20,372
+10% +$1.62M 0.12% 134
2025
Q1 		$15.8M Buy
208,605
+33,361
+19% +$2.49M 0.13% 124
2024
Q4 		$12.3M Buy
175,244
+182
+0.1% +$13.4K 0.12% 109
2024
Q3 		$13.7M Buy
175,062
+9,351
+6% +$700K 0.17% 87
2024
Q2 		$12M Buy
165,711
+22,379
+16% +$1.65M 0.16% 86
2024
Q1 		$10.6M Buy
143,332
+3,151
+2% +$224K 0.15% 93
2023
Q4 		$9.86M Buy
140,181
+8,070
+6% +$532K 0.16% 90
2023
Q3 		$8.5M Buy
132,111
+1,825
+1% +$122K 0.17% 87
2023
Q2 		$8.79M Buy
130,286
+11,434
+10% +$775K 0.18% 87
2023
Q1 		$7.95M Sell
118,852
-13,830
-10% -$907K 0.18% 91
2022
Q4 		$8.18M Sell
132,682
-8,329
-6% -$490K 0.23% 80
2022
Q3 		$7.43M Buy
141,011
+17,170
+14% +$1.01M 0.2% 83
2022
Q2 		$7.29M Buy
123,841
+5,783
+5% +$371K 0.22% 75
2022
Q1 		$8.21M Sell
118,058
-828
-0.7% -$58.6K 0.2% 77
2021
Q4 		$8.87M Buy
118,886
+9,641
+9% +$725K 0.21% 68
2021
Q3 		$8.11M Sell
109,245
-174
-0.2% -$13.2K 0.22% 64
2021
Q2 		$8.19M Buy
109,419
+1,207
+1% +$91.1K 0.24% 60
2021
Q1 		$7.8M Sell
108,212
-5,536
-5% -$396K 0.32% 52
2020
Q4 		$7.86M Sell
113,748
-2,051
-2% -$133K 0.35% 57
2020
Q3 		$6.98M Buy
+115,799
New +$6.98M 0.38% 47
2020
Q1 		– Sell
-177,439
Closed -$11.6M – 398
2019
Q4 		$11.6M Buy
+177,439
New +$11.3M 1.01% 20

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IEQ Capital's IEFA Position: Q2 2026 in Review

IEQ Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, selling an estimated $654K and leaving 261,365 shares worth $25.2M. The position accounts for 0.12% of the portfolio, ranked #151.

IEQ Capital first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • IEQ Capital held 261,365 shares of iShares Core MSCI EAFE ETF worth $25.2M as of Q2 2026.
  • IEQ Capital sold 6,813 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $654K.
  • iShares Core MSCI EAFE ETF made up 0.12% of IEQ Capital's portfolio in Q2 2026, its #151 holding.
  • IEQ Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.