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Robertson Stephens Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Robertson Stephens Wealth Management’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 		$75.6M Sell
782,729
-18,755
-2% -$1.8M 1.86% 9
2026
Q1 		$72.6M Buy
801,484
+254,760
+47% +$23.8M 2.03% 9
2025
Q4 		$48.9M Buy
546,724
+76,392
+16% +$6.76M 1.27% 16
2025
Q3 		$41.1M Buy
470,332
+107,653
+30% +$9.15M 1.24% 14
2025
Q2 		$30.2M Buy
362,679
+76,776
+27% +$6.09M 0.96% 18
2025
Q1 		$21.6M Buy
285,903
+100,025
+54% +$7.48M 0.74% 27
2024
Q4 		$13.1M Sell
185,878
-222,364
-54% -$16.4M 0.46% 43
2024
Q3 		$31.9M Buy
408,242
+254,733
+166% +$19.1M 1.15% 17
2024
Q2 		$11.2M Buy
153,509
+723
+0.5% +$53.2K 0.56% 34
2024
Q1 		$11.3M Buy
152,786
+22,146
+17% +$1.58M 0.6% 34
2023
Q4 		$9.19M Buy
130,640
+36,929
+39% +$2.43M 0.56% 33
2023
Q3 		$6.03M Sell
93,711
-51,728
-36% -$3.46M 0.41% 49
2023
Q2 		$9.82M Sell
145,439
-55,875
-28% -$3.79M 0.69% 28
2023
Q1 		$13.5M Buy
201,314
+45,990
+30% +$3.01M 1.04% 17
2022
Q4 		$9.57M Buy
155,324
+80,788
+108% +$4.75M 0.93% 21
2022
Q3 		$3.92M Buy
74,536
+28,077
+60% +$1.65M 0.41% 51
2022
Q2 		$2.73M Buy
46,459
+7,018
+18% +$450K 0.26% 85
2022
Q1 		$2.74M Buy
39,441
+7,048
+22% +$499K 0.23% 86
2021
Q4 		$2.42M Sell
32,393
-92,593
-74% -$6.96M 0.2% 100
2021
Q3 		$9.28M Buy
124,986
+49,487
+66% +$3.76M 1.05% 24
2021
Q2 		$5.65M Sell
75,499
-53,037
-41% -$4M 0.68% 31
2021
Q1 		$9.26M Buy
128,536
+111,927
+674% +$8M 1.48% 18
2020
Q4 		$1.15M Sell
16,609
-5,257
-24% -$340K 0.24% 79
2020
Q3 		$1.32M Sell
21,866
-13,595
-38% -$820K 0.32% 57
2020
Q2 		$2.03M Sell
35,461
-7,158
-17% -$388K 0.58% 41
2020
Q1 		$2.13M Buy
42,619
+38,735
+997% +$2.31M 0.73% 36
2019
Q4 		$253K Sell
3,884
-9,256
-70% -$587K 0.13% 93
2019
Q3 		$802K Sell
13,140
-77,821
-86% -$4.7M 0.41% 54
2019
Q2 		$5.58M Sell
90,961
-53,930
-37% -$3.3M 5.43% 3
2019
Q1 		$8.8M Buy
144,891
+5,748
+4% +$339K 7.53% 2
2018
Q4 		$7.65M Buy
+139,143
New +$8.16M 7.66% 3

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
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Robertson Stephens Wealth Management's IEFA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.3% in Q2 2026, selling an estimated $1.8M and leaving 782,729 shares worth $75.6M. The position accounts for 1.86% of the portfolio, ranked #9.

Robertson Stephens Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 1,216 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Robertson Stephens Wealth Management held 782,729 shares of iShares Core MSCI EAFE ETF worth $75.6M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 18,755 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.8M.
  • iShares Core MSCI EAFE ETF made up 1.86% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.