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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sand Hill Global Advisors's IEFA Position: Q1 2026 in Review

Sand Hill Global Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q1 2026, buying an estimated $137K and bringing the position to 8,170 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #124.

Sand Hill Global Advisors first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Sand Hill Global Advisors held 8,170 shares of iShares Core MSCI EAFE ETF worth $740K as of Q1 2026.
Sand Hill Global Advisors bought 1,469 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $137K.
iShares Core MSCI EAFE ETF made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #124 holding.
Sand Hill Global Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Sand Hill Global Advisors's iShares Core MSCI EAFE ETF position peaked at $1.5M in Q2 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.