Insigneo Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
12,025
+254
+2% +$24.4K 0.04% 289
2026
Q1
$1.07M Buy
11,771
+2,461
+26% +$230K 0.08% 210
2025
Q4
$833K Sell
9,310
-7,607
-45% -$673K 0.06% 248
2025
Q3
$1.48M Buy
16,917
+4,797
+40% +$408K 0.1% 157
2025
Q2
$1.01M Buy
12,120
+6,629
+121% +$526K 0.09% 185
2025
Q1
$415K Buy
5,491
+15
+0.3% +$1.12K 0.04% 343
2024
Q4
$385K Buy
5,476
+921
+20% +$67.9K 0.04% 353
2024
Q3
$356K Buy
4,555
+280
+7% +$21K 0.04% 398
2024
Q2
$300K Sell
4,275
-1,419
-25% -$104K 0.03% 411
2024
Q1
$423K Buy
5,694
+1,272
+29% +$90.5K 0.05% 300
2023
Q4
$311K Sell
4,422
-894
-17% -$58.9K 0.04% 323
2023
Q3
$342K Buy
+5,316
New +$356K 0.07% 261

Other funds holding IEFA

Insigneo Advisory Services's IEFA Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, buying an estimated $24.4K and bringing the position to 12,025 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #289.

Insigneo Advisory Services first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2025. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Insigneo Advisory Services held 12,025 shares of iShares Core MSCI EAFE ETF worth $1.16M as of Q2 2026.
  • Insigneo Advisory Services bought 254 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $24.4K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q2 2026, its #289 holding.
  • Insigneo Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • Insigneo Advisory Services's iShares Core MSCI EAFE ETF position peaked at $1.48M in Q3 2025.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.