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Sandy Cove Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sandy Cove 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 		$8.47M Buy
87,703
+6,766
+8% +$650K 2.12% 13
2026
Q1 		$7.33M Buy
80,937
+5,972
+8% +$557K 2.19% 13
2025
Q4 		$6.71M Buy
74,965
+9,738
+15% +$861K 1.99% 14
2025
Q3 		$5.7M Buy
65,227
+8,189
+14% +$696K 1.82% 17
2025
Q2 		$4.76M Buy
57,038
+1,060
+2% +$84.1K 1.72% 16
2025
Q1 		$4.23M Buy
55,978
+5,788
+12% +$433K 1.7% 15
2024
Q4 		$3.53M Buy
50,190
+5,277
+12% +$389K 1.39% 17
2024
Q3 		$3.51M Buy
44,913
+5,011
+13% +$375K 1.43% 17
2024
Q2 		$2.9M Buy
39,902
+9,105
+30% +$670K 1.29% 17
2024
Q1 		$2.29M Buy
30,797
+14,108
+85% +$1M 1.05% 18
2023
Q4 		$1.17M Buy
16,689
+1,545
+10% +$102K 0.6% 31
2023
Q3 		$974K Sell
15,144
-1,975
-12% -$132K 0.56% 35
2023
Q2 		$1.16M Buy
17,119
+1,243
+8% +$84.3K 0.66% 30
2023
Q1 		$1.06M Sell
15,876
-498
-3% -$32.6K 0.77% 29
2022
Q4 		$1.01M Sell
16,374
-1,446
-8% -$85.1K 0.81% 25
2022
Q3 		$939K Sell
17,820
-5,181
-23% -$305K 0.84% 21
2022
Q2 		$1.35M Buy
23,001
+2,070
+10% +$133K 1.23% 17
2022
Q1 		$1.46M Sell
20,931
-23,368
-53% -$1.65M 1.21% 14
2021
Q4 		$3.31M Buy
+44,299
New +$3.33M 2.78% 7

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sandy Cove Advisors's IEFA Position: Q2 2026 in Review

Sandy Cove Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.4% in Q2 2026, buying an estimated $650K and bringing the position to 87,703 shares worth $8.47M. The position accounts for 2.12% of the portfolio, ranked #13.

Sandy Cove Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sandy Cove Advisors held 87,703 shares of iShares Core MSCI EAFE ETF worth $8.47M as of Q2 2026.
  • Sandy Cove Advisors bought 6,766 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $650K.
  • iShares Core MSCI EAFE ETF made up 2.12% of Sandy Cove Advisors's portfolio in Q2 2026, its #13 holding.
  • Sandy Cove Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.