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Pacific Capital Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pacific Capital Wealth Advisors’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 		$50.1M Buy
518,409
+18,995
+4% +$1.82M 7.55% 4
2026
Q1 		$45.2M Buy
499,414
+12,926
+3% +$1.21M 7.59% 4
2025
Q4 		$43.5M Buy
486,488
+4,193
+0.9% +$371K 7.46% 4
2025
Q3 		$42.1M Buy
482,295
+3,281
+0.7% +$279K 7.29% 3
2025
Q2 		$39.6M Sell
479,014
-94,559
-16% -$7.5M 7.26% 3
2025
Q1 		$43.4M Sell
573,573
-49,906
-8% -$3.73M 7.5% 3
2024
Q4 		$43.8M Sell
623,479
-19
-0% -$1.4K 7.32% 3
2024
Q3 		$48.7M Sell
623,498
-13,138
-2% -$983K 8.18% 3
2024
Q2 		$46.2M Buy
636,636
+141,687
+29% +$10.4M 8.44% 3
2024
Q1 		$36.7M Sell
494,949
-1,008
-0.2% -$71.8K 8.65% 3
2023
Q4 		$34.9M Buy
495,957
+20,226
+4% +$1.33M 8.85% 3
2023
Q3 		$30.6M Sell
475,731
-14,039
-3% -$940K 8.58% 3
2023
Q2 		$33.1M Buy
489,770
+3,345
+0.7% +$227K 8.38% 2
2023
Q1 		$32.5M Sell
486,425
-9,768
-2% -$640K 8.37% 2
2022
Q4 		$30.6M Sell
496,193
-2,111
-0.4% -$124K 7.91% 2
2022
Q3 		$26.2M Buy
498,304
+43,193
+9% +$2.54M 7.15% 3
2022
Q2 		$26.8M Buy
455,111
+93,285
+26% +$5.98M 7.42% 2
2022
Q1 		$25.2M Buy
361,826
+17,138
+5% +$1.21M 7.19% 3
2021
Q4 		$25.7M Buy
344,688
+24,305
+8% +$1.83M 7.41% 3
2021
Q3 		$23.8M Buy
320,383
+119,937
+60% +$9.12M 7.55% 2
2021
Q2 		$15M Buy
200,446
+9,195
+5% +$694K 7.55% 2
2021
Q1 		$13.8M Buy
191,251
+11,903
+7% +$851K 7.67% 2
2020
Q4 		$12.4M Buy
179,348
+2,453
+1% +$159K 7.04% 2
2020
Q3 		$10.7M Buy
176,895
+4,145
+2% +$250K 6.34% 2
2020
Q2 		$9.87M Buy
172,750
+17,450
+11% +$946K 6.7% 3
2020
Q1 		$7.75M Buy
155,300
+21,981
+16% +$1.31M 5.86% 4
2019
Q4 		$8.7M Buy
+133,319
New +$8.46M 5.8% 5

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Pacific Capital Wealth Advisors's IEFA Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, buying an estimated $1.82M and bringing the position to 518,409 shares worth $50.1M. The position accounts for 7.55% of the portfolio, ranked #4.

Pacific Capital Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 504 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Pacific Capital Wealth Advisors held 518,409 shares of iShares Core MSCI EAFE ETF worth $50.1M as of Q2 2026.
  • Pacific Capital Wealth Advisors bought 18,995 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.82M.
  • iShares Core MSCI EAFE ETF made up 7.55% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.