Richard P. Slaughter Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Richard P. Slaughter Associates’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	$2.81M	Sell	29,062 -6	-0%	-$576	0.55%	32
2026 Q1	$2.63M	Sell	29,068 -1,383	-5%	-$129K	0.57%	30
2025 Q4	$2.72M	Buy	30,451 +123	+0.4%	+$10.9K	0.57%	29
2025 Q3	$2.65M	Sell	30,328 -2,398	-7%	-$204K	0.57%	29
2025 Q2	$2.73M	Buy	32,726 +3,048	+10%	+$242K	0.56%	31
2025 Q1	$2.25M	Sell	29,678 -1,111	-4%	-$83.1K	0.52%	34
2024 Q4	$2.16M	Buy	30,789 +1,666	+6%	+$123K	0.48%	52
2024 Q3	$2.27M	Sell	29,123 -2,917	-9%	-$218K	0.53%	47
2024 Q2	$2.33M	Buy	32,040 +565	+2%	+$41.6K	0.55%	45
2024 Q1	$2.34M	Buy	31,475 +3,155	+11%	+$225K	0.56%	45
2023 Q4	$1.99M	Sell	28,320 -2,123	-7%	-$140K	0.49%	59
2023 Q3	$1.96M	Sell	30,443 -643	-2%	-$43.1K	0.52%	50
2023 Q2	$2.1M	Sell	31,086 -734	-2%	-$49.8K	0.6%	44
2023 Q1	$2.13M	Buy	31,820 +392	+1%	+$25.7K	0.69%	38
2022 Q4	$1.94M	Buy	31,428 +19,966	+174%	+$1.18M	0.61%	53
2022 Q3	$603K	Sell	11,462 -5,582	-33%	-$328K	0.25%	97
2022 Q2	$1M	Buy	17,044 +4,433	+35%	+$284K	0.44%	85
2022 Q1	$876K	Buy	+12,611	New	+$892K	0.32%	93

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Richard P. Slaughter Associates's IEFA Position: Q2 2026 in Review

Richard P. Slaughter Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.02% in Q2 2026, selling an estimated $576 and leaving 29,062 shares worth $2.81M. The position accounts for 0.55% of the portfolio, ranked #32.

Richard P. Slaughter Associates first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Richard P. Slaughter Associates held 29,062 shares of iShares Core MSCI EAFE ETF worth $2.81M as of Q2 2026.
Richard P. Slaughter Associates sold 6 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $576.
iShares Core MSCI EAFE ETF made up 0.55% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #32 holding.
Richard P. Slaughter Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.