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

Maryland Capital 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	$354K	Buy	+3,661	New	+$352K	0.11%	62
2025 Q4	$362K	Hold	4,046	–	–	0.12%	60
2025 Q3	$353K	Sell	4,046 -1,451	-26%	-$123K	0.13%	63
2025 Q2	$459K	Hold	5,497	–	–	0.18%	54
2025 Q1	$416K	Hold	5,497	–	–	0.18%	53
2024 Q4	$386K	Hold	5,497	–	–	0.18%	55
2024 Q3	$429K	Sell	5,497 -51	-0.9%	-$3.82K	0.21%	48
2024 Q2	$403K	Hold	5,548	–	–	0.22%	47
2024 Q1	$412K	Sell	5,548 -512	-8%	-$36.4K	0.26%	46
2023 Q4	$426K	Hold	6,060	–	–	0.28%	43
2023 Q3	$390K	Hold	6,060	–	–	0.3%	43
2023 Q2	$409K	Sell	6,060 -586	-9%	-$39.7K	0.33%	43
2023 Q1	$444K	Hold	6,646	–	–	0.39%	41
2022 Q4	$410K	Buy	6,646 +141	+2%	+$8.3K	0.38%	42
2022 Q3	$343K	Hold	6,505	–	–	0.36%	37
2022 Q2	$383K	Buy	6,505 +4,687	+258%	+$301K	0.4%	35
2022 Q1	$126K	Hold	1,818	–	–	0.11%	63
2021 Q4	$136K	Buy	+1,818	New	+$137K	0.11%	62

Other funds holding IEFA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Maryland Capital Advisors's IEFA Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 3,661 shares worth $354K. The stake represents 0.11% of the portfolio and ranks #62 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IEFA as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $459K in Q2 2025. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Maryland Capital Advisors held 3,661 shares of iShares Core MSCI EAFE ETF worth $354K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.11% of Maryland Capital Advisors's portfolio in Q2 2026, its #62 holding.
Maryland Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $459K in Q2 2025.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.