Samalin Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Samalin Investment Counsel’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	$471K	Buy	4,875 +74	+2%	+$7.11K	0.15%	171
2026 Q1	$435K	Sell	4,801 -216	-4%	-$20.2K	0.15%	187
2025 Q4	$449K	Buy	5,017 +304	+6%	+$26.9K	0.16%	180
2025 Q3	$411K	Buy	4,713 +169	+4%	+$14.4K	0.14%	201
2025 Q2	$379K	Buy	4,544 +80	+2%	+$6.35K	0.15%	217
2025 Q1	$338K	Hold	4,464	–	–	0.14%	220
2024 Q4	$314K	Buy	+4,464	New	+$329K	0.13%	215
2021 Q2	–	Sell	-5,388	Closed	-$388K	–	239
2021 Q1	$388K	Buy	5,388 +270	+5%	+$19.3K	0.26%	122
2020 Q4	$354K	Buy	5,118 +1,118	+28%	+$72.3K	0.27%	127
2020 Q3	$241K	Buy	+4,000	New	+$241K	0.22%	153

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Samalin Investment Counsel's IEFA Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, buying an estimated $7.11K and bringing the position to 4,875 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #171.

Samalin Investment Counsel first reported a position in IEFA in Q3 2020 and has held it in 10 quarters since. 1,149 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Samalin Investment Counsel held 4,875 shares of iShares Core MSCI EAFE ETF worth $471K as of Q2 2026.
Samalin Investment Counsel bought 74 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.11K.
iShares Core MSCI EAFE ETF made up 0.15% of Samalin Investment Counsel's portfolio in Q2 2026, its #171 holding.
Samalin Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 10 quarters since.
1,149 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.