Noesis Capital Mangement’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Noesis Capital Mangement’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	$1.35M	Sell	14,002 -554	-4%	-$53.2K	0.16%	51
2026 Q1	$1.32M	Buy	14,556 +2,606	+22%	+$243K	0.19%	50
2025 Q4	$1.07M	Sell	11,950 -119	-1%	-$10.5K	0.16%	53
2025 Q3	$1.05M	Buy	12,069 +150	+1%	+$12.7K	0.16%	51
2025 Q2	$995K	Sell	11,919 -45	-0.4%	-$3.57K	0.17%	50
2025 Q1	$905K	Sell	11,964 -390	-3%	-$29.2K	0.18%	52
2024 Q4	$868K	Buy	12,354 +644	+5%	+$47.5K	0.17%	52
2024 Q3	$914K	Buy	11,710 +1,358	+13%	+$102K	0.18%	53
2024 Q2	$752K	Buy	10,352 +254	+3%	+$18.7K	0.17%	53
2024 Q1	$749K	Hold	10,098	–	–	0.17%	55
2023 Q4	$710K	Sell	10,098 -385	-4%	-$25.4K	0.17%	55
2023 Q3	$675K	Hold	10,483	–	–	0.18%	55
2023 Q2	$708K	Hold	10,483	–	–	0.17%	55
2023 Q1	$701K	Buy	10,483 +520	+5%	+$34.1K	0.18%	55
2022 Q4	$614K	Hold	9,963	–	–	0.17%	57
2022 Q3	$525K	Hold	9,963	–	–	0.16%	62
2022 Q2	$586K	Sell	9,963 -393	-4%	-$25.2K	0.17%	60
2022 Q1	$720K	Buy	10,356 +5,865	+131%	+$415K	0.17%	57
2021 Q4	$335K	Sell	4,491 -200	-4%	-$15K	0.07%	93
2021 Q3	$348K	Sell	4,691 -149	-3%	-$11.3K	0.07%	86
2021 Q2	$360K	Buy	4,840 +2,001	+70%	+$151K	0.07%	74
2021 Q1	$205K	Buy	+2,839	New	+$203K	0.05%	121

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

Noesis Capital Mangement's IEFA Position: Q2 2026 in Review

Noesis Capital Mangement reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $53.2K and leaving 14,002 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #51.

Noesis Capital Mangement first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Noesis Capital Mangement held 14,002 shares of iShares Core MSCI EAFE ETF worth $1.35M as of Q2 2026.
Noesis Capital Mangement sold 554 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $53.2K.
iShares Core MSCI EAFE ETF made up 0.16% of Noesis Capital Mangement's portfolio in Q2 2026, its #51 holding.
Noesis Capital Mangement first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.