Perigon Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.6M | Buy |
316,752
+78,395
| +33% | +$7.53M | 0.48% | 40 |
|
|
2026
Q1 | $21.6M | Buy |
238,357
+15,018
| +7% | +$1.4M | 0.39% | 52 |
|
|
2025
Q4 | $20M | Buy |
223,339
+7,924
| +4% | +$701K | 0.36% | 57 |
|
|
2025
Q3 | $18.8M | Buy |
215,415
+11,698
| +6% | +$994K | 0.38% | 53 |
|
|
2025
Q2 | $17M | Buy |
203,717
+10,286
| +5% | +$816K | 0.4% | 52 |
|
|
2025
Q1 | $14.6M | Sell |
193,431
-27,678
| -13% | -$2.07M | 0.38% | 53 |
|
|
2024
Q4 | $15.7M | Buy |
221,109
+8,579
| +4% | +$633K | 0.39% | 51 |
|
|
2024
Q3 | $16.6M | Sell |
212,530
-2,888
| -1% | -$216K | 0.44% | 45 |
|
|
2024
Q2 | $15.6M | Sell |
215,418
-14,248
| -6% | -$1.05M | 0.45% | 45 |
|
|
2024
Q1 | $17M | Buy |
229,666
+4,530
| +2% | +$322K | 0.52% | 39 |
|
|
2023
Q4 | $15.8M | Buy |
225,136
+18,286
| +9% | +$1.21M | 0.52% | 42 |
|
|
2023
Q3 | $13.3M | Buy |
206,850
+5,434
| +3% | +$364K | 0.54% | 39 |
|
|
2023
Q2 | $13.6M | Buy |
201,416
+9,161
| +5% | +$621K | 0.53% | 40 |
|
|
2023
Q1 | $12.9M | Buy |
192,255
+7,629
| +4% | +$500K | 0.73% | 27 |
|
|
2022
Q4 | $11.4M | Buy |
184,626
+106,835
| +137% | +$6.29M | 0.71% | 25 |
|
|
2022
Q3 | $4.1M | Buy |
77,791
+17,931
| +30% | +$1.05M | 0.35% | 64 |
|
|
2022
Q2 | $3.52M | Buy |
59,860
+38,470
| +180% | +$2.47M | 0.29% | 77 |
|
|
2022
Q1 | $1.49M | Sell |
21,390
-494
| -2% | -$34.9K | 0.11% | 173 |
|
|
2021
Q4 | $1.63M | Buy |
21,884
+8,046
| +58% | +$605K | 0.12% | 152 |
|
|
2021
Q3 | $1.03M | Buy |
13,838
+2,275
| +20% | +$173K | 0.09% | 196 |
|
|
2021
Q2 | $866K | Sell |
11,563
-7,329
| -39% | -$553K | 0.08% | 218 |
|
|
2021
Q1 | $1.36M | Buy |
18,892
+3,927
| +26% | +$281K | 0.14% | 141 |
|
|
2020
Q4 | $1.03M | Buy |
14,965
+2,135
| +17% | +$138K | 0.12% | 141 |
|
|
2020
Q3 | $773K | Sell |
12,830
-53
| -0.4% | -$3.2K | 0.11% | 155 |
|
|
2020
Q2 | $736K | Buy |
12,883
+1,007
| +8% | +$54.6K | 0.12% | 139 |
|
|
2020
Q1 | $616K | Buy |
11,876
+7,716
| +185% | +$459K | 0.11% | 146 |
|
|
2019
Q4 | $272K | Buy |
+4,160
| New | +$264K | 0.06% | 212 |
|
|
2018
Q2 | – | Sell |
-281
| Closed | -$19K | – | 415 |
|
|
2018
Q1 | $19K | Sell |
281
-3,710
| -93% | -$249K | 0.01% | 442 |
|
|
2017
Q4 | $264K | Sell |
3,991
-551
| -12% | -$35.9K | 0.1% | 118 |
|
|
2017
Q3 | $291K | Sell |
4,542
-215
| -5% | -$13.4K | 0.09% | 161 |
|
|
2017
Q2 | $290K | Buy |
+4,757
| New | +$287K | 0.06% | 217 |
|
|
2016
Q4 | – | Sell |
-1,471
| Closed | -$81K | – | 729 |
|
|
2016
Q3 | $81K | Sell |
1,471
-426
| -22% | -$23K | 0.02% | 258 |
|
|
2016
Q2 | $98K | Buy |
+1,897
| New | +$101K | 0.03% | 231 |
|
Other funds holding IEFA
Perigon Wealth Management's IEFA Position: Q2 2026 in Review
Perigon Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 33% in Q2 2026, buying an estimated $7.53M and bringing the position to 316,752 shares worth $30.6M. The position accounts for 0.48% of the portfolio, ranked #40.
Perigon Wealth Management first reported a position in IEFA in Q2 2016 and has held it in 33 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Perigon Wealth Management held 316,752 shares of iShares Core MSCI EAFE ETF worth $30.6M as of Q2 2026.
- Perigon Wealth Management bought 78,395 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.53M.
- iShares Core MSCI EAFE ETF made up 0.48% of Perigon Wealth Management's portfolio in Q2 2026, its #40 holding.
- Perigon Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 33 quarters since.
- 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.