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Regent Peak Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Regent Peak Wealth 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 		$31.2M Buy
322,722
+4,923
+2% +$473K 5.77% 3
2026
Q1 		$28.8M Sell
317,799
-128,364
-29% -$12M 5.87% 2
2025
Q4 		$39.9M Sell
446,163
-2,559
-0.6% -$226K 7.87% 2
2025
Q3 		$39.2M Buy
+448,722
New +$38.1M 7.85% 2
2025
Q1 		$33.2M Buy
438,408
+38,263
+10% +$2.86M 7.83% 2
2024
Q4 		$28.1M Buy
400,145
+124,991
+45% +$9.22M 6.31% 2
2024
Q3 		$21.5M Buy
275,154
+19,070
+7% +$1.43M 4.93% 3
2024
Q2 		$18.6M Buy
256,084
+57,065
+29% +$4.2M 4.26% 5
2024
Q1 		$14.8M Buy
199,019
+59,860
+43% +$4.26M 3.75% 5
2023
Q4 		$9.79M Buy
139,159
+71,426
+105% +$4.71M 2.66% 10
2023
Q3 		$4.36M Buy
67,733
+3,270
+5% +$219K 1.33% 16
2023
Q2 		$4.35M Buy
64,463
+124
+0.2% +$8.41K 1.27% 17
2023
Q1 		$4.3M Buy
64,339
+47,856
+290% +$3.14M 1.33% 15
2022
Q4 		$1.01M Sell
16,483
-164,503
-91% -$9.68M 0.33% 55
2022
Q3 		$9.53M Sell
180,986
-21,852
-11% -$1.28M 3.35% 7
2022
Q2 		$11.9M Sell
202,838
-11,501
-5% -$738K 3.9% 7
2022
Q1 		$14.9M Buy
214,339
+1,437
+0.7% +$102K 4.27% 6
2021
Q4 		$15.9M Sell
212,902
-163
-0.1% -$12.3K 4.32% 6
2021
Q3 		$15.8M Buy
213,065
+756
+0.4% +$57.5K 4.53% 4
2021
Q2 		$16M Buy
212,309
+19,842
+10% +$1.5M 4.48% 6
2021
Q1 		$13.9M Buy
192,467
+39,382
+26% +$2.81M 4.56% 5
2020
Q4 		$10.6M Buy
153,085
+2,033
+1% +$131K 3.53% 6
2020
Q3 		$9.11M Sell
151,052
-198
-0.1% -$11.9K 3.87% 6
2020
Q2 		$8.64M Buy
151,250
+7,751
+5% +$420K 3.92% 8
2020
Q1 		$7.16M Buy
143,499
+7,639
+6% +$455K 3.98% 7
2019
Q4 		$8.86M Buy
+135,860
New +$8.62M 4.04% 7

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Regent Peak Wealth Advisors's IEFA Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, buying an estimated $473K and bringing the position to 322,722 shares worth $31.2M. The position accounts for 5.77% of the portfolio, ranked #3.

Regent Peak Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.9M in Q4 2025. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Regent Peak Wealth Advisors held 322,722 shares of iShares Core MSCI EAFE ETF worth $31.2M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 4,923 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $473K.
  • iShares Core MSCI EAFE ETF made up 5.77% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $39.9M in Q4 2025.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.