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Millstone Evans Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Millstone Evans Group’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 		$364K Sell
3,765
-7
-0.2% -$672 0.2% 90
2026
Q1 		$341K Buy
3,772
+233
+7% +$21.7K 0.2% 91
2025
Q4 		$317K Buy
3,539
+2,391
+208% +$211K 0.19% 96
2025
Q3 		$100K Hold
1,148
– – 0.06% 212
2025
Q2 		$95.8K Sell
1,148
-489
-30% -$38.8K 0.07% 205
2025
Q1 		$124K Hold
1,637
– – 0.08% 170
2024
Q4 		$115K Buy
+1,637
New +$121K 0.08% 173

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Millstone Evans Group's IEFA Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.19% in Q2 2026, selling an estimated $672 and leaving 3,765 shares worth $364K. The position accounts for 0.2% of the portfolio, ranked #90.

Millstone Evans Group first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,188 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Millstone Evans Group held 3,765 shares of iShares Core MSCI EAFE ETF worth $364K as of Q2 2026.
  • Millstone Evans Group sold 7 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $672.
  • iShares Core MSCI EAFE ETF made up 0.2% of Millstone Evans Group's portfolio in Q2 2026, its #90 holding.
  • Millstone Evans Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,188 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.