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

Scarborough 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 		$16.8M Buy
171,563
+25,646
+18% +$2.46M 1.93% 16
2026
Q1 		$13.2M Buy
145,917
+13,137
+10% +$1.23M 1.45% 25
2025
Q4 		$11.9M Buy
132,780
+2,780
+2% +$246K 2.01% 17
2025
Q3 		$11.4M Buy
130,000
+18,123
+16% +$1.54M 2% 17
2025
Q2 		$9.34M Buy
111,877
+19,437
+21% +$1.54M 1.85% 16
2025
Q1 		$6.99M Buy
92,440
+4,463
+5% +$334K 1% 30
2024
Q4 		$6.18M Buy
87,977
+85,370
+3,275% +$6.3M 0.87% 30
2024
Q3 		$203K Sell
2,607
-92
-3% -$6.89K 0.03% 86
2024
Q2 		$196K Buy
2,699
+41
+2% +$3.02K 0.08% 51
2024
Q1 		$197K Sell
2,658
-661
-20% -$47.1K 0.09% 48
2023
Q4 		$233K Buy
+3,319
New +$219K 0.05% 72
2023
Q2 		– Sell
-4,155
Closed -$278K – 74
2023
Q1 		$278K Sell
4,155
-901
-18% -$59.1K 0.07% 56
2022
Q4 		$312K Sell
5,056
-1,946
-28% -$115K 0.08% 45
2022
Q3 		$369K Sell
7,002
-625
-8% -$36.8K 0.12% 48
2022
Q2 		$449K Sell
7,627
-21,372
-74% -$1.37M 0.15% 44
2022
Q1 		$2.02M Sell
28,999
-62,596
-68% -$4.43M 0.64% 32
2021
Q4 		$6.84M Buy
+91,595
New +$6.88M 2.35% 15

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

Scarborough Advisors's IEFA Position: Q2 2026 in Review

Scarborough Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $2.46M and bringing the position to 171,563 shares worth $16.8M. The position accounts for 1.93% of the portfolio, ranked #16.

Scarborough Advisors first reported a position in IEFA in Q4 2021 and has held it in 17 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Scarborough Advisors held 171,563 shares of iShares Core MSCI EAFE ETF worth $16.8M as of Q2 2026.
  • Scarborough Advisors bought 25,646 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.46M.
  • iShares Core MSCI EAFE ETF made up 1.93% of Scarborough Advisors's portfolio in Q2 2026, its #16 holding.
  • Scarborough Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.