Satovsky Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Satovsky Asset Management’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	$498K	Buy	5,159 +302	+6%	+$29K	0.08%	38
2026 Q1	$440K	Hold	4,857	–	–	0.08%	38
2025 Q4	$434K	Buy	4,857 +92	+2%	+$8.13K	0.08%	35
2025 Q3	$416K	Hold	4,765	–	–	0.08%	32
2025 Q2	$398K	Buy	4,765 +85	+2%	+$6.75K	0.08%	30
2025 Q1	$354K	Hold	4,680	–	–	0.08%	33
2024 Q4	$329K	Sell	4,680 -260	-5%	-$19.2K	0.08%	31
2024 Q3	$386K	Buy	4,940 +352	+8%	+$26.4K	0.09%	31
2024 Q2	$333K	Buy	4,588 +168	+4%	+$12.4K	0.08%	31
2024 Q1	$328K	Buy	4,420 +227	+5%	+$16.2K	0.1%	30
2023 Q4	$295K	Buy	4,193 +381	+10%	+$25.1K	0.09%	32
2023 Q3	$245K	Sell	3,812 -201	-5%	-$13.5K	0.08%	35
2023 Q2	$271K	Buy	4,013 +256	+7%	+$17.4K	0.09%	34
2023 Q1	$248K	Buy	3,757 +449	+14%	+$29.4K	0.09%	33
2022 Q4	$204K	Buy	+3,308	New	+$195K	0.08%	39

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 22.9% 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

Satovsky Asset Management's IEFA Position: Q2 2026 in Review

Satovsky Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2026, buying an estimated $29K and bringing the position to 5,159 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #38.

Satovsky Asset Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Satovsky Asset Management held 5,159 shares of iShares Core MSCI EAFE ETF worth $498K as of Q2 2026.
Satovsky Asset Management bought 302 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $29K.
iShares Core MSCI EAFE ETF made up 0.08% of Satovsky Asset Management's portfolio in Q2 2026, its #38 holding.
Satovsky Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.