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

Princeton Global 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	$4.84M	Buy	50,108 +3,033	+6%	+$291K	0.69%	38
2026 Q1	$4.26M	Buy	47,075 +9,555	+25%	+$892K	0.7%	41
2025 Q4	$3.36M	Buy	37,520 +196	+0.5%	+$17.3K	0.54%	51
2025 Q3	$3.26M	Buy	37,324 +227	+0.6%	+$19.3K	0.54%	51
2025 Q2	$3.1M	Sell	37,097 -669	-2%	-$53.1K	0.56%	52
2025 Q1	$2.86M	Buy	37,766 +49	+0.1%	+$3.66K	0.57%	52
2024 Q4	$2.65M	Buy	37,717 +2,943	+8%	+$217K	0.5%	55
2024 Q3	$2.71M	Buy	34,774 +31,731	+1,043%	+$2.38M	0.53%	56
2024 Q2	$221K	Buy	3,043 +2,425	+392%	+$178K	0.05%	159
2024 Q1	$45.9K	Sell	618 -155	-20%	-$11K	0.01%	276
2023 Q4	$54.4K	Sell	773 -241	-24%	-$15.9K	0.01%	255
2023 Q3	$65.3K	Buy	1,014 +203	+25%	+$13.6K	0.02%	225
2023 Q2	$54.8K	Buy	811 +2	+0.2%	+$136	0.02%	249
2023 Q1	$54K	Hold	809	–	–	0.02%	256
2022 Q4	$50K	Sell	809 -76	-9%	-$4.47K	0.02%	240
2022 Q3	$47K	Hold	885	–	–	0.02%	242
2022 Q2	$52K	Buy	885 +1	+0.1%	+$64	0.02%	253
2022 Q1	$61K	Hold	884	–	–	0.02%	250
2021 Q4	$66K	Buy	884 +1	+0.1%	+$75	0.02%	237
2021 Q3	$66K	Hold	883	–	–	0.02%	234
2021 Q2	$66K	Hold	883	–	–	0.02%	236
2021 Q1	$64K	Sell	883 -731	-45%	-$52.2K	0.02%	227
2020 Q4	$111K	Hold	1,614	–	–	0.04%	189
2020 Q3	$97K	Sell	1,614 -47,802	-97%	-$2.88M	0.04%	183
2020 Q2	$2.82M	Buy	49,416 +25,343	+105%	+$1.37M	0.88%	34
2020 Q1	$1.2M	Buy	24,073 +21,512	+840%	+$1.28M	0.53%	60
2019 Q4	$167	Sell	2,561 -1,771	-41%	-$112K	0.07%	160
2019 Q3	$263K	Sell	4,332 -127	-3%	-$7.67K	0.15%	137
2019 Q2	$274K	Sell	4,459 -395	-8%	-$24.2K	0.16%	133
2019 Q1	$294K	Hold	4,854	–	–	0.2%	118
2018 Q4	$267K	Buy	+4,854	New	+$285K	0.24%	101

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

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 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

Princeton Global Asset Management's IEFA Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.4% in Q2 2026, buying an estimated $291K and bringing the position to 50,108 shares worth $4.84M. The position accounts for 0.69% of the portfolio, ranked #38.

Princeton Global Asset Management first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Princeton Global Asset Management held 50,108 shares of iShares Core MSCI EAFE ETF worth $4.84M as of Q2 2026.
Princeton Global Asset Management bought 3,033 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $291K.
iShares Core MSCI EAFE ETF made up 0.69% of Princeton Global Asset Management's portfolio in Q2 2026, its #38 holding.
Princeton Global Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.