New Perspectives Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

New Perspectives Inc’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	$33.1M	Buy	342,517 +15,298	+5%	+$1.47M	10.15%	3
2026 Q1	$29.6M	Buy	327,219 +11,700	+4%	+$1.09M	10.26%	3
2025 Q4	$28.2M	Buy	315,519 +6,780	+2%	+$600K	9.79%	3
2025 Q3	$27M	Buy	308,739 +2,885	+0.9%	+$245K	12.07%	3
2025 Q2	$25.5M	Buy	305,854 +5,406	+2%	+$429K	12.63%	3
2025 Q1	$22.7M	Sell	300,448 -21,878	-7%	-$1.64M	12.13%	4
2024 Q4	$22.7M	Buy	322,326 +7,019	+2%	+$518K	12.14%	3
2024 Q3	$24.6M	Buy	315,307 +3,762	+1%	+$282K	13.11%	3
2024 Q2	$22.6M	Buy	311,545 +3,454	+1%	+$254K	12.08%	4
2024 Q1	$22.9M	Buy	+308,091	New	+$21.9M	12.66%	4
2022 Q4	$18.6M	Buy	302,115 +15,067	+5%	+$887K	14.28%	3
2022 Q3	$15.1M	Buy	287,048 +15,162	+6%	+$892K	13.02%	3
2022 Q2	$16M	Buy	271,886 +20,689	+8%	+$1.33M	13.03%	3
2022 Q1	$17.5M	Buy	251,197 +15,424	+7%	+$1.09M	12.58%	4
2021 Q4	$17.6M	Buy	235,773 +16,677	+8%	+$1.25M	12.45%	4
2021 Q3	$16.3M	Buy	219,096 +12,446	+6%	+$947K	12.01%	4
2021 Q2	$15.5M	Buy	+206,650	New	+$15.6M	12.01%	4

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Perspectives Inc's IEFA Position: Q2 2026 in Review

New Perspectives Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q2 2026, buying an estimated $1.47M and bringing the position to 342,517 shares worth $33.1M. The position accounts for 10.15% of the portfolio, ranked #3.

New Perspectives Inc first reported a position in IEFA in Q2 2021 and has held it in 17 quarters since. 745 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

New Perspectives Inc held 342,517 shares of iShares Core MSCI EAFE ETF worth $33.1M as of Q2 2026.
New Perspectives Inc bought 15,298 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.47M.
iShares Core MSCI EAFE ETF made up 10.15% of New Perspectives Inc's portfolio in Q2 2026, its #3 holding.
New Perspectives Inc first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 17 quarters since.
745 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.