Sachetta’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sachetta’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	$27.9K	Buy	289 +1	+0.3%	+$96	0.01%	256
2026 Q1	$26.1K	Sell	288 -4,192	-94%	-$391K	0.01%	277
2025 Q4	$401K	Sell	4,480 -8,722	-66%	-$771K	0.22%	62
2025 Q3	$1.15M	Sell	13,202 -148	-1%	-$12.6K	0.43%	45
2025 Q2	$1.11M	Sell	13,350 -132	-1%	-$10.5K	0.44%	45
2025 Q1	$1.02M	Buy	13,482 +807	+6%	+$60.3K	0.42%	53
2024 Q4	$891K	Buy	12,675 +14	+0.1%	+$1.03K	0.35%	62
2024 Q3	$988K	Sell	12,661 -1,397	-10%	-$105K	0.39%	58
2024 Q2	$1.04M	Buy	14,058 +1,362	+11%	+$100K	0.45%	49
2024 Q1	$893K	Hold	12,696	–	–	0.42%	45
2023 Q4	$893K	Buy	+12,696	New	+$837K	0.42%	45

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Sachetta's IEFA Position: Q2 2026 in Review

Sachetta increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.35% in Q2 2026, buying an estimated $96 and bringing the position to 289 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #256.

Sachetta first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sachetta held 289 shares of iShares Core MSCI EAFE ETF worth $27.9K as of Q2 2026.
Sachetta bought 1 iShares Core MSCI EAFE ETF share in Q2 2026, an estimated $96.
iShares Core MSCI EAFE ETF made up 0.01% of Sachetta's portfolio in Q2 2026, its #256 holding.
Sachetta first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's iShares Core MSCI EAFE ETF position peaked at $1.15M in Q3 2025.
561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.