Royal Harbor Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Royal Harbor Partners’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	$17.2M	Sell	178,466 -2,598	-1%	-$250K	5.34%	7
2026 Q1	$16.4M	Buy	181,064 +1,299	+0.7%	+$121K	5.55%	7
2025 Q4	$16.1M	Sell	179,765 -2,072	-1%	-$183K	5.32%	7
2025 Q3	$15.9M	Buy	181,837 +16,948	+10%	+$1.44M	5.38%	7
2025 Q2	$13.8M	Buy	164,889 +76,844	+87%	+$6.1M	5.03%	7
2025 Q1	$6.66M	Buy	+88,045	New	+$6.58M	2.58%	15
2020 Q1	–	Sell	-68,349	Closed	-$4.46M	–	73
2019 Q4	$4.46M	Buy	+68,349	New	+$4.34M	4.29%	7

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

Royal Harbor Partners's IEFA Position: Q2 2026 in Review

Royal Harbor Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, selling an estimated $250K and leaving 178,466 shares worth $17.2M. The position accounts for 5.34% of the portfolio, ranked #7.

Royal Harbor Partners first reported a position in IEFA in Q4 2019 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Royal Harbor Partners held 178,466 shares of iShares Core MSCI EAFE ETF worth $17.2M as of Q2 2026.
Royal Harbor Partners sold 2,598 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $250K.
iShares Core MSCI EAFE ETF made up 5.34% of Royal Harbor Partners's portfolio in Q2 2026, its #7 holding.
Royal Harbor Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.