Sand Hill Global Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sand Hill Global Advisors’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	$789K	Buy	8,173 +3	+0%	+$288	0.02%	136
2026 Q1	$740K	Buy	8,170 +1,469	+22%	+$137K	0.02%	124
2025 Q4	$599K	Sell	6,701 -171	-2%	-$15.1K	0.02%	133
2025 Q3	$600K	Hold	6,872	–	–	0.02%	130
2025 Q2	$574K	Sell	6,872 -1,426	-17%	-$113K	0.02%	140
2025 Q1	$628K	Sell	8,298 -2,183	-21%	-$163K	0.03%	136
2024 Q4	$737K	Buy	10,481 +1,403	+15%	+$104K	0.03%	121
2024 Q3	$709K	Sell	9,078 -11,511	-56%	-$862K	0.03%	121
2024 Q2	$1.5M	Buy	+20,589	New	+$1.52M	0.07%	98

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

Sand Hill Global Advisors's IEFA Position: Q2 2026 in Review

Sand Hill Global Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q2 2026, buying an estimated $288 and bringing the position to 8,173 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #136.

Sand Hill Global Advisors first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q2 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sand Hill Global Advisors held 8,173 shares of iShares Core MSCI EAFE ETF worth $789K as of Q2 2026.
Sand Hill Global Advisors bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
iShares Core MSCI EAFE ETF made up 0.02% of Sand Hill Global Advisors's portfolio in Q2 2026, its #136 holding.
Sand Hill Global Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Sand Hill Global Advisors's iShares Core MSCI EAFE ETF position peaked at $1.5M in Q2 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.