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

Minot DeBlois 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	$90.3K	Sell	935 -15	-2%	-$1.44K	0.08%	87
2026 Q1	$86K	Sell	950 -150	-14%	-$14K	0.08%	87
2025 Q4	$98.4K	Sell	1,100 -90	-8%	-$7.96K	0.09%	84
2025 Q3	$104K	Sell	1,190 -85	-7%	-$7.22K	0.09%	89
2025 Q2	$106K	Hold	1,275	–	–	0.1%	87
2025 Q1	$96.5K	Sell	1,275 -135	-10%	-$10.1K	0.1%	92
2024 Q4	$99.1K	Buy	+1,410	New	+$104K	0.09%	95

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

Minot DeBlois Advisors's IEFA Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, selling an estimated $1.44K and leaving 935 shares worth $90.3K. The position accounts for 0.08% of the portfolio, ranked #87.

Minot DeBlois Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q2 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Minot DeBlois Advisors held 935 shares of iShares Core MSCI EAFE ETF worth $90.3K as of Q2 2026.
Minot DeBlois Advisors sold 15 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.44K.
iShares Core MSCI EAFE ETF made up 0.08% of Minot DeBlois Advisors's portfolio in Q2 2026, its #87 holding.
Minot DeBlois Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's iShares Core MSCI EAFE ETF position peaked at $106K in Q2 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.