OC
IEFA icon

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

Optima Capital’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 		$755K Buy
7,816
+1,785
+30% +$171K 0.3% 70
2026
Q1 		$546K Sell
6,031
-51,232
-89% -$4.78M 0.25% 82
2025
Q4 		$5.12M Buy
57,263
+5,986
+12% +$529K 2.22% 8
2025
Q3 		$4.48M Buy
51,277
+15,652
+44% +$1.33M 2.17% 9
2025
Q2 		$2.97M Buy
+35,625
New +$2.83M 1.6% 16

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

Optima Capital's IEFA Position: Q2 2026 in Review

Optima Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q2 2026, buying an estimated $171K and bringing the position to 7,816 shares worth $755K. The position accounts for 0.3% of the portfolio, ranked #70.

Optima Capital first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.12M in Q4 2025. 890 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Optima Capital held 7,816 shares of iShares Core MSCI EAFE ETF worth $755K as of Q2 2026.
  • Optima Capital bought 1,785 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $171K.
  • iShares Core MSCI EAFE ETF made up 0.3% of Optima Capital's portfolio in Q2 2026, its #70 holding.
  • Optima Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • Optima Capital's iShares Core MSCI EAFE ETF position peaked at $5.12M in Q4 2025.
  • 890 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.