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

Kaleidoscope 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	$3.5M	Buy	36,280 +609	+2%	+$58.5K	1.29%	11
2026 Q1	$3.23M	Sell	35,671 -2,625	-7%	-$245K	1.24%	11
2025 Q4	$3.43M	Sell	38,296 -3,354	-8%	-$297K	1.31%	11
2025 Q3	$3.64M	Hold	41,650	–	–	1.04%	11
2025 Q2	$3.48M	Hold	41,650	–	–	1.38%	9
2025 Q1	$3.15M	Hold	41,650	–	–	1.87%	9
2024 Q4	$2.93M	Buy	+41,650	New	+$3.07M	2.87%	9
2018 Q3	$974K	Hold	15,200	–	–	1.46%	3
2018 Q2	$967K	Hold	15,200	–	–	1.51%	3
2018 Q1	$1M	Buy	15,200 +7,200	+90%	+$484K	1.57%	3
2017 Q4	$529K	Buy	+8,000	New	+$522K	0.82%	3

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kaleidoscope Capital's IEFA Position: Q2 2026 in Review

Kaleidoscope Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, buying an estimated $58.5K and bringing the position to 36,280 shares worth $3.5M. The position accounts for 1.29% of the portfolio, ranked #11.

Kaleidoscope Capital first reported a position in IEFA in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.64M in Q3 2025. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kaleidoscope Capital held 36,280 shares of iShares Core MSCI EAFE ETF worth $3.5M as of Q2 2026.
Kaleidoscope Capital bought 609 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $58.5K.
iShares Core MSCI EAFE ETF made up 1.29% of Kaleidoscope Capital's portfolio in Q2 2026, its #11 holding.
Kaleidoscope Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 11 quarters since.
Kaleidoscope Capital's iShares Core MSCI EAFE ETF position peaked at $3.64M in Q3 2025.
2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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