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

Impact Capital Partners’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	$715K	Sell	7,399 -16	-0.2%	-$1.54K	0.2%	109
2026 Q1	$671K	Sell	7,415 -2,143	-22%	-$200K	0.2%	100
2025 Q4	$855K	Buy	+9,558	New	+$845K	0.25%	84
2025 Q1	–	Sell	-6,895	Closed	-$485K	–	265
2024 Q4	$485K	Buy	+6,895	New	+$509K	0.17%	140

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Impact Capital Partners's IEFA Position: Q2 2026 in Review

Impact Capital Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.22% in Q2 2026, selling an estimated $1.54K and leaving 7,399 shares worth $715K. The position accounts for 0.2% of the portfolio, ranked #109.

Impact Capital Partners first reported a position in IEFA in Q4 2024 and has held it in 4 quarters since. The position peaked at $855K in Q4 2025. 792 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Impact Capital Partners held 7,399 shares of iShares Core MSCI EAFE ETF worth $715K as of Q2 2026.
Impact Capital Partners sold 16 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.54K.
iShares Core MSCI EAFE ETF made up 0.2% of Impact Capital Partners's portfolio in Q2 2026, its #109 holding.
Impact Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 4 quarters since.
Impact Capital Partners's iShares Core MSCI EAFE ETF position peaked at $855K in Q4 2025.
792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.