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

Realta Investment 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 		$1.17M Sell
12,092
-1,142
-9% -$110K 0.36% 69
2026
Q1 		$1.2M Buy
13,234
+338
+3% +$31.5K 0.42% 61
2025
Q4 		$1.15M Sell
12,896
-146
-1% -$12.9K 0.38% 62
2025
Q3 		$1.14M Sell
13,042
-491
-4% -$41.7K 0.38% 61
2025
Q2 		$1.13M Sell
13,533
-2,117
-14% -$168K 0.45% 52
2025
Q1 		$1.18M Sell
15,650
-2,846
-15% -$213K 0.54% 47
2024
Q4 		$1.3M Sell
18,496
-1,398
-7% -$103K 0.53% 45
2024
Q3 		$1.53M Sell
19,894
-37,762
-65% -$2.83M 0.7% 34
2024
Q2 		$4.19M Buy
57,656
+24,696
+75% +$1.82M 0.82% 16
2024
Q1 		$2.45M Buy
32,960
+2,414
+8% +$172K 0.5% 41
2023
Q4 		$2.15M Buy
30,546
+6,224
+26% +$410K 0.49% 41
2023
Q3 		$1.64M Buy
24,322
+723
+3% +$48.4K 0.38% 54
2023
Q2 		$1.59M Buy
23,599
+3,359
+17% +$228K 0.35% 61
2023
Q1 		$1.35M Buy
20,240
+1,034
+5% +$67.8K 0.33% 79
2022
Q4 		$1.18M Sell
19,206
-1,268
-6% -$74.6K 0.29% 85
2022
Q3 		$1.08M Sell
20,474
-1,432
-7% -$84.2K 0.28% 81
2022
Q2 		$1.29M Sell
21,906
-3,555
-14% -$228K 0.32% 73
2022
Q1 		$1.77M Buy
25,461
+263
+1% +$18.6K 0.35% 59
2021
Q4 		$1.88M Buy
25,198
+615
+3% +$46.2K 0.41% 52
2021
Q3 		$1.82M Buy
24,583
+7,327
+42% +$557K 0.43% 50
2021
Q2 		$1.29M Buy
17,256
+2,859
+20% +$216K 0.31% 78
2021
Q1 		$1.04M Buy
14,397
+2,386
+20% +$171K 0.27% 95
2020
Q4 		$830K Buy
12,011
+1,242
+12% +$80.3K 0.24% 101
2020
Q3 		$649K Buy
10,769
+1,796
+20% +$108K 0.22% 106
2020
Q2 		$513K Buy
8,973
+2,617
+41% +$142K 0.17% 162
2020
Q1 		$317K Buy
6,356
+566
+10% +$33.7K 0.14% 198
2019
Q4 		$372K Buy
5,790
+651
+13% +$41.3K 0.1% 231
2019
Q3 		$314K Sell
5,139
-3,309
-39% -$200K 0.09% 252
2019
Q2 		$519K Buy
8,448
+6,989
+479% +$428K 0.14% 166
2019
Q1 		$89K Buy
+1,459
New +$86.1K 0.04% 415

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Realta Investment Advisors's IEFA Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.6% in Q2 2026, selling an estimated $110K and leaving 12,092 shares worth $1.17M. The position accounts for 0.36% of the portfolio, ranked #69.

Realta Investment Advisors first reported a position in IEFA in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.19M in Q2 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Realta Investment Advisors held 12,092 shares of iShares Core MSCI EAFE ETF worth $1.17M as of Q2 2026.
  • Realta Investment Advisors sold 1,142 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $110K.
  • iShares Core MSCI EAFE ETF made up 0.36% of Realta Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Realta Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $4.19M in Q2 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.