SHFA
IEFA icon

SC&H Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SC&H Financial 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 		$10.8M Sell
111,815
-4,462
-4% -$429K 1.43% 16
2026
Q1 		$10.5M Sell
116,277
-2,791
-2% -$260K 1.59% 14
2025
Q4 		$10.7M Sell
119,068
-782
-0.7% -$69.2K 1.65% 15
2025
Q3 		$10.5M Buy
119,850
+88
+0.1% +$7.48K 1.71% 15
2025
Q2 		$10M Buy
119,762
+1,426
+1% +$113K 1.71% 15
2025
Q1 		$8.95M Buy
118,336
+17
+0% +$1.27K 1.76% 16
2024
Q4 		$8.32M Buy
118,319
+39
+0% +$2.88K 1.72% 16
2024
Q3 		$9.23M Sell
118,280
-1,150
-1% -$86.1K 2.02% 11
2024
Q2 		$8.68M Buy
119,430
+815
+0.7% +$60K 2.13% 11
2024
Q1 		$8.8M Sell
118,615
-1,491
-1% -$106K 2.29% 11
2023
Q4 		$8.45M Sell
120,106
-2,055
-2% -$135K 2.44% 11
2023
Q3 		$7.86M Buy
122,161
+3,964
+3% +$265K 2.61% 11
2023
Q2 		$7.98M Buy
118,197
+619
+0.5% +$42K 2.64% 12
2023
Q1 		$7.86M Sell
117,578
-3,308
-3% -$217K 2.87% 10
2022
Q4 		$7.45M Sell
120,886
-4,060
-3% -$239K 3.09% 9
2022
Q3 		$6.58M Buy
124,946
+26,390
+27% +$1.55M 3.29% 7
2022
Q2 		$5.8M Buy
98,556
+41,391
+72% +$2.66M 2.7% 9
2022
Q1 		$3.97M Buy
57,165
+8,502
+17% +$601K 1.89% 14
2021
Q4 		$3.63M Buy
+48,663
New +$3.66M 2% 10

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

SC&H Financial Advisors's IEFA Position: Q2 2026 in Review

SC&H Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $429K and leaving 111,815 shares worth $10.8M. The position accounts for 1.43% of the portfolio, ranked #16.

SC&H Financial 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.

  • SC&H Financial Advisors held 111,815 shares of iShares Core MSCI EAFE ETF worth $10.8M as of Q2 2026.
  • SC&H Financial Advisors sold 4,462 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $429K.
  • iShares Core MSCI EAFE ETF made up 1.43% of SC&H Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • SC&H Financial 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 SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.