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

Kendall Capital Management’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	$1.45M	Sell	14,994 -1,223	-8%	-$117K	0.24%	93
2026 Q1	$1.47M	Hold	16,217	–	–	0.3%	87
2025 Q4	$1.45M	Buy	16,217 +367	+2%	+$32.5K	0.3%	86
2025 Q3	$1.38M	Sell	15,850 -41,851	-73%	-$3.56M	0.31%	76
2025 Q2	$4.82M	Sell	57,701 -31,898	-36%	-$2.53M	1.27%	19
2025 Q1	$6.78M	Buy	89,599 +9,878	+12%	+$739K	1.99%	9
2024 Q4	$5.6M	Buy	79,721 +2,446	+3%	+$180K	1.64%	11
2024 Q3	$6.03M	Buy	77,275 +415	+0.5%	+$31.1K	1.86%	9
2024 Q2	$5.58M	Buy	+76,860	New	+$5.66M	1.86%	10

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

Kendall Capital Management's IEFA Position: Q2 2026 in Review

Kendall Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.5% in Q2 2026, selling an estimated $117K and leaving 14,994 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #93.

Kendall Capital Management first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.78M in Q1 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kendall Capital Management held 14,994 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q2 2026.
Kendall Capital Management sold 1,223 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $117K.
iShares Core MSCI EAFE ETF made up 0.24% of Kendall Capital Management's portfolio in Q2 2026, its #93 holding.
Kendall Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Kendall Capital Management's iShares Core MSCI EAFE ETF position peaked at $6.78M in Q1 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.