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Salem Investment Counselors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Salem Investment Counselors’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 		$2.41M Buy
24,947
+883
+4% +$84.8K 0.06% 161
2026
Q1 		$2.18M Buy
24,064
+10,085
+72% +$941K 0.06% 153
2025
Q4 		$1.25M Buy
13,979
+25
+0.2% +$2.21K 0.04% 187
2025
Q3 		$1.22M Buy
13,954
+1,845
+15% +$157K 0.03% 193
2025
Q2 		$1.01M Buy
12,109
+137
+1% +$10.9K 0.03% 201
2025
Q1 		$906K Sell
11,972
-38
-0.3% -$2.84K 0.03% 199
2024
Q4 		$844K Buy
12,010
+3
+0% +$221 0.03% 216
2024
Q3 		$937K Sell
12,007
-485
-4% -$36.3K 0.03% 208
2024
Q2 		$907K Sell
12,492
-928
-7% -$68.3K 0.03% 208
2024
Q1 		$996K Buy
13,420
+446
+3% +$31.7K 0.03% 200
2023
Q4 		$913K Buy
12,974
+1,203
+10% +$79.3K 0.03% 191
2023
Q3 		$757K Buy
11,771
+572
+5% +$38.3K 0.03% 201
2023
Q2 		$756K Sell
11,199
-604
-5% -$41K 0.03% 197
2023
Q1 		$789K Buy
11,803
+746
+7% +$48.9K 0.03% 195
2022
Q4 		$682K Buy
11,057
+732
+7% +$43.1K 0.03% 215
2022
Q3 		$544K Buy
10,325
+2,958
+40% +$174K 0.02% 224
2022
Q2 		$434K Buy
7,367
+750
+11% +$48.1K 0.02% 254
2022
Q1 		$460K Sell
6,617
-7,975
-55% -$564K 0.02% 264
2021
Q4 		$1.09M Buy
14,592
+4,856
+50% +$365K 0.04% 182
2021
Q3 		$723K Buy
9,736
+4,472
+85% +$340K 0.04% 202
2021
Q2 		$394K Buy
5,264
+1,366
+35% +$103K 0.02% 260
2021
Q1 		$281K Buy
3,898
+1,748
+81% +$125K 0.02% 256
2020
Q4 		$149K Buy
+2,150
New +$139K 0.01% 303

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Salem Investment Counselors's IEFA Position: Q2 2026 in Review

Salem Investment Counselors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q2 2026, buying an estimated $84.8K and bringing the position to 24,947 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #161.

Salem Investment Counselors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Salem Investment Counselors held 24,947 shares of iShares Core MSCI EAFE ETF worth $2.41M as of Q2 2026.
  • Salem Investment Counselors bought 883 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $84.8K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Salem Investment Counselors's portfolio in Q2 2026, its #161 holding.
  • Salem Investment Counselors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.