IC
IEFA icon

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

Inscription 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 		$745K Buy
7,718
+258
+3% +$24.8K 0.07% 279
2026
Q1 		$675K Hold
7,460
– – 0.07% 279
2025
Q4 		$667K Sell
7,460
-1,645
-18% -$145K 0.07% 283
2025
Q3 		$795K Buy
9,105
+1,643
+22% +$140K 0.09% 238
2025
Q2 		$623K Sell
7,462
-6
-0.1% -$476 0.09% 164
2025
Q1 		$554K Buy
+7,468
New +$558K 0.09% 166
2024
Q3 		$583K Hold
7,468
– – 0.09% 174
2024
Q2 		$542K Hold
7,468
– – 0.09% 168
2024
Q1 		$554K Buy
7,468
+5
+0.1% +$356 0.09% 166
2023
Q4 		$525K Hold
7,463
– – 0.14% 115
2023
Q3 		$480K Buy
7,463
+1
+0% +$67 0.16% 102
2023
Q2 		$504K Sell
7,462
-17
-0.2% -$1.15K 0.16% 103
2023
Q1 		$500K Sell
7,479
-14
-0.2% -$918 0.13% 117
2022
Q4 		$462K Buy
7,493
+3
+0% +$177 0.16% 112
2022
Q3 		$395K Buy
7,490
+47
+0.6% +$2.76K 0.11% 127
2022
Q2 		$438K Sell
7,443
-1,023
-12% -$65.6K 0.08% 167
2022
Q1 		$588K Sell
8,466
-830
-9% -$58.7K 0.17% 109
2021
Q4 		$695K Buy
9,296
+1,738
+23% +$131K 0.19% 105
2021
Q3 		$561K Buy
+7,558
New +$575K 0.18% 114
2021
Q2 		– Sell
-7,568
Closed -$545K – 352
2021
Q1 		$545K Hold
7,568
– – 0.19% 106
2020
Q4 		$523K Buy
7,568
+141
+2% +$9.12K 0.2% 99
2020
Q3 		$448K Buy
7,427
+814
+12% +$49.1K 0.2% 98
2020
Q2 		$378K Hold
6,613
– – 0.21% 84
2020
Q1 		$330K Buy
+6,613
New +$394K 0.22% 85
2019
Q2 		– Sell
-8,221
Closed -$500K – 161
2019
Q1 		$500K Sell
8,221
-3,240
-28% -$191K 0.26% 67
2018
Q4 		$630K Buy
+11,461
New +$672K 0.35% 51

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

Inscription Capital's IEFA Position: Q2 2026 in Review

Inscription Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q2 2026, buying an estimated $24.8K and bringing the position to 7,718 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #279.

Inscription Capital first reported a position in IEFA in Q4 2018 and has held it in 26 quarters since. The position peaked at $795K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Inscription Capital held 7,718 shares of iShares Core MSCI EAFE ETF worth $745K as of Q2 2026.
  • Inscription Capital bought 258 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $24.8K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Inscription Capital's portfolio in Q2 2026, its #279 holding.
  • Inscription Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • Inscription Capital's iShares Core MSCI EAFE ETF position peaked at $795K in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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