Proficio Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Proficio Capital Partners’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	$3.05M	Buy	31,580 +4,291	+16%	+$412K	0.11%	113
2026 Q1	$2.47M	Hold	27,289	–	–	0.13%	94
2025 Q4	$2.44M	Buy	+27,289	New	+$2.41M	0.17%	74
2024 Q1	–	Sell	-5,185	Closed	-$365K	–	334
2023 Q4	$365K	Buy	+5,185	New	+$342K	0.05%	186
2019 Q3	–	Sell	-2,000	Closed	-$123K	–	787
2019 Q2	$123K	Hold	2,000	–	–	0.04%	186
2019 Q1	$122K	Hold	2,000	–	–	0.04%	174
2018 Q4	$110K	Hold	2,000	–	–	0.05%	161
2018 Q3	$128K	Sell	2,000 -1,900	-49%	-$121K	0.04%	175
2018 Q2	$247K	Buy	3,900 +1,900	+95%	+$126K	0.1%	114
2018 Q1	$132K	Hold	2,000	–	–	0.04%	173
2017 Q4	$132K	Hold	2,000	–	–	0.04%	172
2017 Q3	$128K	Hold	2,000	–	–	0.05%	209
2017 Q2	$126K	Hold	2,000	–	–	0.05%	218
2017 Q1	$124K	Hold	2,000	–	–	0.05%	214
2016 Q4	$107K	Hold	2,000	–	–	0.05%	177
2016 Q3	$110K	Hold	2,000	–	–	0.06%	169
2016 Q2	$107K	Buy	+2,000	New	+$107K	0.07%	171

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Proficio Capital Partners's IEFA Position: Q2 2026 in Review

Proficio Capital Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, buying an estimated $412K and bringing the position to 31,580 shares worth $3.05M. The position accounts for 0.11% of the portfolio, ranked #113.

Proficio Capital Partners first reported a position in IEFA in Q2 2016 and has held it in 17 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Proficio Capital Partners held 31,580 shares of iShares Core MSCI EAFE ETF worth $3.05M as of Q2 2026.
Proficio Capital Partners bought 4,291 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $412K.
iShares Core MSCI EAFE ETF made up 0.11% of Proficio Capital Partners's portfolio in Q2 2026, its #113 holding.
Proficio Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 17 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.