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Piedmont Capital Management (Montana)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Piedmont Capital Management (Montana)’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 		$14.4M Sell
150,002
-30,250
-17% -$2.91M 7.28% 5
2026
Q1 		$16.6M Buy
180,252
+724
+0.4% +$67.6K 8.42% 5
2025
Q4 		$16.1M Sell
179,528
-397
-0.2% -$35.1K 8.2% 5
2025
Q3 		$15.8M Buy
179,925
+3,278
+2% +$279K 8.33% 5
2025
Q2 		$14.7M Sell
176,647
-499
-0.3% -$39.6K 8.53% 5
2025
Q1 		$12M Buy
+177,146
New +$13.2M 8.63% 4
2024
Q3 		– Sell
-153,182
Closed -$11.3M – 53
2024
Q2 		$11.3M Hold
153,182
– – 7.67% 4
2024
Q1 		$11.3M Buy
153,182
+3,218
+2% +$229K 7.67% 4
2023
Q4 		$10.5M Buy
149,964
+3,880
+3% +$256K 7.69% 4
2023
Q3 		$9.4M Sell
146,084
-1,590
-1% -$106K 7.5% 4
2023
Q2 		$9.97M Buy
147,674
+1,626
+1% +$110K 7.56% 5
2023
Q1 		$9.77M Buy
146,048
+2,985
+2% +$196K 7.82% 4
2022
Q4 		$8.82M Buy
+143,063
New +$8.42M 7.39% 3
2021
Q4 		– Sell
-131,050
Closed -$9.74M – 46
2021
Q3 		$9.74M Buy
+131,050
New +$9.97M 7.77% 6
2021
Q2 		– Sell
-117,512
Closed -$8.51M – 43
2021
Q1 		$8.51M Buy
117,512
+9,317
+9% +$666K 7.96% 6
2020
Q4 		$7.47M Buy
+108,195
New +$7M 7.57% 6

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Piedmont Capital Management (Montana)'s IEFA Position: Q2 2026 in Review

Piedmont Capital Management (Montana) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q2 2026, selling an estimated $2.91M and leaving 150,002 shares worth $14.4M. The position accounts for 7.28% of the portfolio, ranked #5.

Piedmont Capital Management (Montana) first reported a position in IEFA in Q4 2020 and has held it in 16 quarters since. The position peaked at $16.6M in Q1 2026. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Piedmont Capital Management (Montana) held 150,002 shares of iShares Core MSCI EAFE ETF worth $14.4M as of Q2 2026.
  • Piedmont Capital Management (Montana) sold 30,250 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.91M.
  • iShares Core MSCI EAFE ETF made up 7.28% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #5 holding.
  • Piedmont Capital Management (Montana) first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 16 quarters since.
  • Piedmont Capital Management (Montana)'s iShares Core MSCI EAFE ETF position peaked at $16.6M in Q1 2026.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.