PCM
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Presidio Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Presidio Capital 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 		$225K Sell
2,329
-144
-6% -$13.8K 0.06% 75
2026
Q1 		$224K Sell
2,473
-258
-9% -$24.1K 0.07% 65
2025
Q4 		$244K Buy
+2,731
New +$241K 0.07% 63

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Presidio Capital Management's IEFA Position: Q2 2026 in Review

Presidio Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, selling an estimated $13.8K and leaving 2,329 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #75.

Presidio Capital Management first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Presidio Capital Management held 2,329 shares of iShares Core MSCI EAFE ETF worth $225K as of Q2 2026.
  • Presidio Capital Management sold 144 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Presidio Capital Management's portfolio in Q2 2026, its #75 holding.
  • Presidio Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Presidio Capital Management's iShares Core MSCI EAFE ETF position peaked at $244K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.