NOI
IEFA icon

Newton One Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Newton One Investments’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 		$92.8K Buy
961
+30
+3% +$2.88K 0.02% 53
2026
Q1 		$84.3K Sell
931
-402
-30% -$37.5K 0.02% 55
2025
Q4 		$119K Sell
1,333
-56
-4% -$4.95K 0.04% 51
2025
Q3 		$121K Sell
1,389
-233
-14% -$19.8K 0.04% 49
2025
Q2 		$135K Buy
1,622
+489
+43% +$38.8K 0.04% 50
2025
Q1 		$85.7K Sell
1,133
-930
-45% -$69.5K 0.03% 55
2024
Q4 		$145K Buy
+2,063
New +$152K 0.06% 47
2024
Q3 		– Sell
-3,176
Closed -$231K – 71
2024
Q2 		$231K Buy
3,176
+57
+2% +$4.19K 0.1% 38
2024
Q1 		$231K Hold
3,119
– – 0.1% 38
2023
Q4 		$219K Buy
3,119
+42
+1% +$2.77K 0.1% 37
2023
Q3 		$198K Hold
3,077
– – 0.12% 38
2023
Q2 		$208K Buy
3,077
+57
+2% +$3.87K 0.12% 37
2023
Q1 		$202K Hold
3,020
– – 0.12% 38
2022
Q4 		$186K Buy
+3,020
New +$178K 0.12% 38

Other funds holding IEFA

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

Newton One Investments's IEFA Position: Q2 2026 in Review

Newton One Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, buying an estimated $2.88K and bringing the position to 961 shares worth $92.8K. The position accounts for 0.02% of the portfolio, ranked #53.

Newton One Investments first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $231K in Q1 2024. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Newton One Investments held 961 shares of iShares Core MSCI EAFE ETF worth $92.8K as of Q2 2026.
  • Newton One Investments bought 30 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.88K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #53 holding.
  • Newton One Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Newton One Investments's iShares Core MSCI EAFE ETF position peaked at $231K in Q1 2024.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.