SCS Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SCS Capital 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	$165M	Buy	1,707,890 +46,824	+3%	+$4.5M	1.56%	15
2026 Q1	$150M	Sell	1,661,066 -36,658	-2%	-$3.42M	1.59%	16
2025 Q4	$152M	Buy	1,697,724 +62,120	+4%	+$5.49M	1.61%	15
2025 Q3	$143M	Sell	1,635,604 -628	-0%	-$53.4K	1.56%	15
2025 Q2	$137M	Buy	1,636,232 +33,788	+2%	+$2.68M	1.51%	17
2025 Q1	$121M	Buy	1,602,444 +1,407,929	+724%	+$105M	1.54%	17
2024 Q4	$13.7M	Buy	194,515 +27,958	+17%	+$2.06M	0.28%	40
2024 Q3	$13M	Buy	166,557 +1,290	+0.8%	+$96.6K	0.26%	38
2024 Q2	$12M	Sell	165,267 -32,765	-17%	-$2.41M	0.25%	40
2024 Q1	$14.7M	Sell	198,032 -11,090	-5%	-$789K	0.31%	35
2023 Q4	$14.7M	Buy	209,122 +26,867	+15%	+$1.77M	0.34%	33
2023 Q3	$11.7M	Sell	182,255 -25,830	-12%	-$1.73M	0.31%	33
2023 Q2	$14M	Buy	208,085 +20,494	+11%	+$1.39M	0.35%	31
2023 Q1	$12.5M	Buy	187,591 +78,583	+72%	+$5.15M	0.37%	28
2022 Q4	$6.72M	Sell	109,008 -1,745	-2%	-$103K	0.2%	36
2022 Q3	$5.83M	Sell	110,753 -765,290	-87%	-$45M	0.17%	36
2022 Q2	$51.6M	Buy	+876,043	New	+$56.2M	1.42%	16

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 22.96% 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

SCS Capital Management's IEFA Position: Q2 2026 in Review

SCS Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, buying an estimated $4.5M and bringing the position to 1,707,890 shares worth $165M. The position accounts for 1.56% of the portfolio, ranked #15.

SCS Capital Management first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

SCS Capital Management held 1,707,890 shares of iShares Core MSCI EAFE ETF worth $165M as of Q2 2026.
SCS Capital Management bought 46,824 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.5M.
iShares Core MSCI EAFE ETF made up 1.56% of SCS Capital Management's portfolio in Q2 2026, its #15 holding.
SCS Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.