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Neumann Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Neumann Capital Management’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 		– Sell
-297,483
Closed -$26.9M – 79
2026
Q1 		$26.9M Buy
297,483
+8,138
+3% +$760K 7.93% 2
2025
Q4 		$25.9M Buy
289,345
+549
+0.2% +$48.5K 7.48% 2
2025
Q3 		$25.2M Sell
288,796
-6,484
-2% -$551K 7.38% 2
2025
Q2 		$24.6M Sell
295,280
-459
-0.2% -$36.4K 7.75% 2
2025
Q1 		$22.4M Buy
295,739
+2,750
+0.9% +$206K 7.73% 1
2024
Q4 		$20.6M Buy
292,989
+14,954
+5% +$1.1M 6.84% 2
2024
Q3 		$21.7M Sell
278,035
-535
-0.2% -$40K 7.22% 2
2024
Q2 		$20.2M Buy
278,570
+8,228
+3% +$605K 6.95% 2
2024
Q1 		$20.1M Buy
270,342
+12,675
+5% +$902K 7.15% 1
2023
Q4 		$18.1M Buy
257,667
+5,630
+2% +$371K 7.19% 1
2023
Q3 		$16.2M Sell
252,037
-880
-0.3% -$58.9K 7.07% 1
2023
Q2 		$17.1M Buy
252,917
+12,570
+5% +$852K 7.07% 2
2023
Q1 		$16.1M Buy
240,347
+7,629
+3% +$500K 7.06% 1
2022
Q4 		$14.3M Buy
232,718
+90,600
+64% +$5.33M 6.73% 1
2022
Q3 		$7.49M Buy
142,118
+42,135
+42% +$2.48M 3.85% 6
2022
Q2 		$5.88M Buy
99,983
+47,242
+90% +$3.03M 2.98% 11
2022
Q1 		$3.67M Buy
52,741
+19,969
+61% +$1.41M 1.56% 18
2021
Q4 		$2.45M Buy
32,772
+12,914
+65% +$971K 1% 28
2021
Q3 		$1.48M Buy
19,858
+15,025
+311% +$1.14M 0.66% 43
2021
Q2 		$362K Buy
4,833
+1,550
+47% +$117K 0.16% 70
2021
Q1 		$237K Buy
3,283
+172
+6% +$12.3K 0.11% 74
2020
Q4 		$215K Sell
3,111
-600
-16% -$38.8K 0.11% 75
2020
Q3 		$224K Buy
+3,711
New +$224K 0.13% 70

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

Neumann Capital Management's IEFA Position: Q2 2026 in Review

Neumann Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 297,483 shares — an estimated $26.9M sold.

Neumann Capital Management first reported a position in IEFA in Q3 2020 and held it in 23 quarters. The position peaked at $26.9M in Q1 2026. 1,212 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Neumann Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Neumann Capital Management sold 297,483 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.9M.
  • Neumann Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 23 quarters.
  • Neumann Capital Management's iShares Core MSCI EAFE ETF position peaked at $26.9M in Q1 2026.
  • 1,212 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.