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

MSH 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	$9.71M	Buy	100,579 +2,751	+3%	+$264K	1.69%	7
2026 Q1	$8.86M	Buy	97,828 +14,651	+18%	+$1.37M	1.87%	6
2025 Q4	$7.44M	Buy	83,177 +711	+0.9%	+$62.9K	1.59%	9
2025 Q3	$7.2M	Buy	82,466 +15,920	+24%	+$1.35M	1.93%	9
2025 Q2	$5.56M	Buy	66,546 +5,512	+9%	+$437K	1.6%	12
2025 Q1	$4.62M	Buy	61,034 +2,497	+4%	+$187K	1.43%	17
2024 Q4	$4.11M	Buy	58,537 +965	+2%	+$71.2K	1.3%	19
2024 Q3	$4.49M	Buy	57,572 +1,270	+2%	+$95.1K	1.37%	18
2024 Q2	$4.09M	Buy	56,302 +829	+1%	+$61K	1.37%	18
2024 Q1	$4.12M	Buy	55,473 +2,720	+5%	+$194K	1.45%	16
2023 Q4	$3.71M	Sell	52,753 -1,241	-2%	-$81.8K	1.39%	15
2023 Q3	$3.47M	Sell	53,994 -1,213	-2%	-$81.2K	1.36%	15
2023 Q2	$3.73M	Sell	55,207 -813	-1%	-$55.1K	1.37%	15
2023 Q1	$3.74M	Buy	56,020 +619	+1%	+$40.6K	1.6%	11
2022 Q4	$3.41M	Sell	55,401 -2,131	-4%	-$125K	1.54%	11
2022 Q3	$3.03M	Sell	57,532 -5,092	-8%	-$299K	1.49%	12
2022 Q2	$3.69M	Sell	62,624 -1,174	-2%	-$75.3K	1.71%	10
2022 Q1	$4.43M	Buy	63,798 +899	+1%	+$63.6K	1.83%	10
2021 Q4	$4.69M	Buy	+62,899	New	+$4.73M	2.1%	8

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

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

MSH Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, buying an estimated $264K and bringing the position to 100,579 shares worth $9.71M. The position accounts for 1.69% of the portfolio, ranked #7.

MSH Capital Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MSH Capital Advisors held 100,579 shares of iShares Core MSCI EAFE ETF worth $9.71M as of Q2 2026.
MSH Capital Advisors bought 2,751 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $264K.
iShares Core MSCI EAFE ETF made up 1.69% of MSH Capital Advisors's portfolio in Q2 2026, its #7 holding.
MSH Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.