RA
IEFA icon

Rational Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rational Advisors’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 		$8.86M Sell
91,784
-144,426
-61% -$13.9M 0.81% 34
2026
Q1 		$21.4M Buy
236,210
+58,878
+33% +$5.5M 2.18% 13
2025
Q4 		$15.9M Buy
177,332
+37,152
+27% +$3.29M 1.62% 15
2025
Q3 		$12.2M Sell
140,180
-141,052
-50% -$12M 1.22% 18
2025
Q2 		$23.5M Buy
281,232
+97,047
+53% +$7.7M 2.33% 13
2025
Q1 		$13.9M Buy
184,185
+182,053
+8,539% +$13.6M 1.41% 17
2024
Q4 		$150K Sell
2,132
-46,818
-96% -$3.45M 0.01% 103
2024
Q3 		$3.82M Buy
48,950
+27,280
+126% +$2.04M 0.37% 40
2024
Q2 		$1.57M Buy
21,670
+6,406
+42% +$471K 0.15% 64
2024
Q1 		$1.13M Sell
15,264
-25,956
-63% -$1.85M 0.11% 78
2023
Q4 		$2.9M Buy
41,220
+5,373
+15% +$354K 0.3% 40
2023
Q3 		$2.31M Sell
35,847
-312,471
-90% -$20.9M 0.21% 55
2023
Q2 		$23.5M Sell
348,318
-95,042
-21% -$6.45M 1.95% 17
2023
Q1 		$29.6M Buy
443,360
+193,281
+77% +$12.7M 2.42% 13
2022
Q4 		$15.4M Buy
+250,079
New +$14.7M 1.28% 19
2022
Q3 		– Sell
-9,401
Closed -$553K – 254
2022
Q2 		$553K Buy
9,401
+7,076
+304% +$454K 0.04% 97
2022
Q1 		$162K Buy
2,325
+1,373
+144% +$97.1K 0.01% 101
2021
Q4 		$71K Sell
952
-29,743
-97% -$2.24M ﹤0.01% 108
2021
Q3 		$2.28M Sell
30,695
-145,817
-83% -$11.1M 0.18% 47
2021
Q2 		$13.2M Buy
176,512
+16,895
+11% +$1.28M 1.56% 17
2021
Q1 		$11.5M Sell
159,617
-23,964
-13% -$1.71M 2.13% 11
2020
Q4 		$12.7M Buy
183,581
+151,016
+464% +$9.77M 3.4% 7
2020
Q3 		$1.96M Buy
32,565
+14,205
+77% +$857K 0.84% 31
2020
Q2 		$1.05M Buy
18,360
+17,601
+2,319% +$954K 0.54% 64
2020
Q1 		$38K Sell
759
-7,546
-91% -$449K 0.03% 150
2019
Q4 		$542K Buy
+8,305
New +$527K 0.25% 110

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
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
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

Rational Advisors's IEFA Position: Q2 2026 in Review

Rational Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 61% in Q2 2026, selling an estimated $13.9M and leaving 91,784 shares worth $8.86M. The position accounts for 0.81% of the portfolio, ranked #34.

Rational Advisors first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.6M in Q1 2023. 1,261 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Rational Advisors held 91,784 shares of iShares Core MSCI EAFE ETF worth $8.86M as of Q2 2026.
  • Rational Advisors sold 144,426 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.9M.
  • iShares Core MSCI EAFE ETF made up 0.81% of Rational Advisors's portfolio in Q2 2026, its #34 holding.
  • Rational Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Rational Advisors's iShares Core MSCI EAFE ETF position peaked at $29.6M in Q1 2023.
  • 1,261 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.