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Prudent Man Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Prudent Man Investment 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 		$8.86K Hold
99
– – ﹤0.01% 102
2026
Q1 		$8.86K Hold
99
– – ﹤0.01% 103
2025
Q4 		$8.86K Hold
99
– – ﹤0.01% 103
2025
Q3 		$6.96K Hold
99
– – ﹤0.01% 106
2025
Q2 		$6.96K Hold
99
– – ﹤0.01% 106
2025
Q1 		$6.96K Hold
99
– – ﹤0.01% 106
2024
Q4 		$6.96K Buy
+99
New +$7.3K ﹤0.01% 106

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Prudent Man Investment Management's IEFA Position: Q2 2026 in Review

Prudent Man Investment Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 99 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Prudent Man Investment Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,363 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Prudent Man Investment Management held 99 shares of iShares Core MSCI EAFE ETF worth $8.86K as of Q2 2026.
  • Prudent Man Investment Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #102 holding.
  • Prudent Man Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,363 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.