S.A. Mason’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

S.A. Mason’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	$299K	Buy	3,095 +1,370	+79%	+$132K	0.09%	180
2026 Q1	$156K	Hold	1,725	–	–	0.06%	223
2025 Q4	$154K	Buy	1,725 +232	+16%	+$20.5K	0.06%	215
2025 Q3	$130K	Hold	1,493	–	–	0.06%	227
2025 Q2	$125K	Buy	+1,493	New	+$118K	0.06%	212
2020 Q2	–	Sell	-170	Closed	-$8K	–	330
2020 Q1	$8K	Hold	170	–	–	0.01%	330
2019 Q4	$11K	Buy	+170	New	+$10.8K	0.01%	339

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

S.A. Mason's IEFA Position: Q2 2026 in Review

S.A. Mason increased its iShares Core MSCI EAFE ETF (IEFA) stake by 79% in Q2 2026, buying an estimated $132K and bringing the position to 3,095 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #180.

S.A. Mason first reported a position in IEFA in Q4 2019 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

S.A. Mason held 3,095 shares of iShares Core MSCI EAFE ETF worth $299K as of Q2 2026.
S.A. Mason bought 1,370 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $132K.
iShares Core MSCI EAFE ETF made up 0.09% of S.A. Mason's portfolio in Q2 2026, its #180 holding.
S.A. Mason first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 7 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.