RCG
IEFA icon

Regatta Capital Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Regatta Capital Group’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 		$727K Buy
7,530
+3
+0% +$288 0.1% 117
2026
Q1 		$681K Buy
7,527
+666
+10% +$62.2K 0.1% 116
2025
Q4 		$614K Sell
6,861
-313
-4% -$27.7K 0.09% 125
2025
Q3 		$626K Sell
7,174
-98
-1% -$8.33K 0.1% 125
2025
Q2 		$607K Buy
7,272
+188
+3% +$14.9K 0.1% 122
2025
Q1 		$536K Sell
7,084
-227
-3% -$17K 0.1% 120
2024
Q4 		$514K Sell
7,311
-200
-3% -$14.8K 0.1% 117
2024
Q3 		$586K Sell
7,511
-117
-2% -$8.76K 0.11% 110
2024
Q2 		$554K Sell
7,628
-597
-7% -$43.9K 0.12% 108
2024
Q1 		$610K Sell
8,225
-1,295
-14% -$92.2K 0.14% 101
2023
Q4 		$670K Buy
9,520
+1,164
+14% +$76.7K 0.18% 87
2023
Q3 		$538K Sell
8,356
-105
-1% -$7.03K 0.17% 96
2023
Q2 		$571K Sell
8,461
-1,148
-12% -$77.9K 0.18% 96
2023
Q1 		$592K Hold
9,609
– – 0.21% 96
2022
Q4 		$592K Sell
9,609
-8,483
-47% -$499K 0.21% 96
2022
Q3 		$1.06M Buy
18,092
+959
+6% +$56.4K 0.44% 63
2022
Q2 		$1.01M Sell
17,133
-703
-4% -$45.1K 0.48% 56
2022
Q1 		$1.24M Buy
17,836
+869
+5% +$61.5K 0.43% 62
2021
Q4 		$1.27M Buy
+16,967
New +$1.28M 0.44% 57

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

Regatta Capital Group's IEFA Position: Q2 2026 in Review

Regatta Capital Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q2 2026, buying an estimated $288 and bringing the position to 7,530 shares worth $727K. The position accounts for 0.1% of the portfolio, ranked #117.

Regatta Capital Group first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q4 2021. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Regatta Capital Group held 7,530 shares of iShares Core MSCI EAFE ETF worth $727K as of Q2 2026.
  • Regatta Capital Group bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
  • iShares Core MSCI EAFE ETF made up 0.1% of Regatta Capital Group's portfolio in Q2 2026, its #117 holding.
  • Regatta Capital Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's iShares Core MSCI EAFE ETF position peaked at $1.27M in Q4 2021.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.