Palisade Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Palisade Asset Management’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	$5.22M	Buy	54,040 +2,026	+4%	+$195K	0.48%	58
2026 Q1	$4.71M	Buy	52,014 +870	+2%	+$81.2K	0.47%	56
2025 Q4	$4.58M	Buy	51,144 +1,714	+3%	+$152K	0.45%	57
2025 Q3	$4.32M	Buy	49,430 +7,539	+18%	+$641K	0.4%	57
2025 Q2	$3.5M	Sell	41,891 -3,606	-8%	-$286K	0.35%	66
2025 Q1	$3.44M	Buy	45,497 +338	+0.7%	+$25.3K	0.35%	65
2024 Q4	$3.17M	Sell	45,159 -1,626	-3%	-$120K	0.32%	68
2024 Q3	$3.65M	Buy	46,785 +412	+0.9%	+$30.8K	0.36%	65
2024 Q2	$3.37M	Buy	46,373 +30	+0.1%	+$2.21K	0.35%	66
2024 Q1	$3.44M	Sell	46,343 -118	-0.3%	-$8.4K	0.34%	71
2023 Q4	$3.27M	Buy	46,461 +7,736	+20%	+$510K	0.36%	67
2023 Q3	$2.49M	Sell	38,725 -325	-0.8%	-$21.8K	0.3%	75
2023 Q2	$2.64M	Buy	39,050 +191	+0.5%	+$13K	0.31%	72
2023 Q1	$2.6M	Buy	38,859 +166	+0.4%	+$10.9K	0.32%	71
2022 Q4	$2.39M	Buy	38,693 +17,075	+79%	+$1M	0.27%	78
2022 Q3	$1.14M	Buy	21,618 +2,044	+10%	+$120K	0.16%	102
2022 Q2	$1.15M	Sell	19,574 -229	-1%	-$14.7K	0.15%	102
2022 Q1	$1.38M	Buy	19,803 +212	+1%	+$15K	0.16%	101
2021 Q4	$1.46M	Buy	19,591 +2,839	+17%	+$213K	0.16%	99
2021 Q3	$1.24M	Buy	16,752 +2,589	+18%	+$197K	0.15%	103
2021 Q2	$1.06M	Buy	14,163 +94	+0.7%	+$7.1K	0.12%	109
2021 Q1	$1.01M	Buy	14,069 +1,206	+9%	+$86.2K	0.13%	110
2020 Q4	$889K	Buy	12,863 +100	+0.8%	+$6.47K	0.12%	111
2020 Q3	$769K	Sell	12,763 -1,375	-10%	-$82.9K	0.12%	109
2020 Q2	$808K	Buy	14,138 +1,150	+9%	+$62.3K	0.13%	103
2020 Q1	$648K	Buy	12,988 +7,156	+123%	+$426K	0.12%	108
2019 Q4	$380K	Sell	5,832 -13,120	-69%	-$832K	0.06%	151
2019 Q3	$1.16M	Hold	18,952	–	–	0.18%	92
2019 Q2	$1.16M	Buy	18,952 +3,350	+21%	+$205K	0.18%	93
2019 Q1	$948K	Hold	15,602	–	–	0.15%	106
2018 Q4	$858K	Hold	15,602	–	–	0.13%	98
2018 Q3	$1M	Hold	15,602	–	–	0.13%	100
2018 Q2	$989K	Hold	15,602	–	–	0.14%	97
2018 Q1	$1.03M	Buy	15,602 +12,200	+359%	+$820K	0.16%	98
2017 Q4	$225K	Buy	+3,402	New	+$222K	0.04%	161

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

Palisade Asset Management's IEFA Position: Q2 2026 in Review

Palisade Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q2 2026, buying an estimated $195K and bringing the position to 54,040 shares worth $5.22M. The position accounts for 0.48% of the portfolio, ranked #58.

Palisade Asset Management first reported a position in IEFA in Q4 2017 and has held it in 35 quarters since. 792 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Palisade Asset Management held 54,040 shares of iShares Core MSCI EAFE ETF worth $5.22M as of Q2 2026.
Palisade Asset Management bought 2,026 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $195K.
iShares Core MSCI EAFE ETF made up 0.48% of Palisade Asset Management's portfolio in Q2 2026, its #58 holding.
Palisade Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.