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Latitude Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Latitude Advisors’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 		$277K Buy
2,872
+148
+5% +$14.2K 0.11% 200
2026
Q1 		$247K Buy
2,724
+40
+1% +$3.73K 0.11% 192
2025
Q4 		$240K Sell
2,684
-784
-23% -$69.3K 0.11% 197
2025
Q3 		$303K Sell
3,468
-134
-4% -$11.4K 0.14% 152
2025
Q2 		$301K Buy
3,602
+69
+2% +$5.48K 0.15% 152
2025
Q1 		$267K Buy
+3,533
New +$264K 0.16% 157
2024
Q4 		– Sell
-2,625
Closed -$205K – 193
2024
Q3 		$205K Buy
+2,625
New +$197K 0.12% 186
2022
Q2 		– Sell
-8,610
Closed -$599K – 216
2022
Q1 		$599K Buy
8,610
+2,797
+48% +$198K 0.13% 152
2021
Q4 		$434K Buy
5,813
+420
+8% +$31.6K 0.12% 177
2021
Q3 		$400K Buy
5,393
+2,603
+93% +$198K 0.13% 161
2021
Q2 		$209K Buy
+2,790
New +$211K 0.15% 159
2021
Q1 		– Sell
-3,333
Closed -$230K – 166
2020
Q4 		$230K Buy
+3,333
New +$216K 0.2% 114

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Latitude Advisors's IEFA Position: Q2 2026 in Review

Latitude Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q2 2026, buying an estimated $14.2K and bringing the position to 2,872 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #200.

Latitude Advisors first reported a position in IEFA in Q4 2020 and has held it in 12 quarters since. The position peaked at $599K in Q1 2022. 1,221 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Latitude Advisors held 2,872 shares of iShares Core MSCI EAFE ETF worth $277K as of Q2 2026.
  • Latitude Advisors bought 148 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $14.2K.
  • iShares Core MSCI EAFE ETF made up 0.11% of Latitude Advisors's portfolio in Q2 2026, its #200 holding.
  • Latitude Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 12 quarters since.
  • Latitude Advisors's iShares Core MSCI EAFE ETF position peaked at $599K in Q1 2022.
  • 1,221 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.