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

SeaBridge Investment 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	$1.54M	Buy	15,923 +141	+0.9%	+$13.5K	0.22%	89
2026 Q1	$1.43M	Hold	15,782	–	–	0.24%	82
2025 Q4	$1.41M	Buy	15,782 +281	+2%	+$24.8K	0.23%	93
2025 Q3	$1.35M	Hold	15,501	–	–	0.22%	93
2025 Q2	$1.29M	Sell	15,501 -172	-1%	-$13.7K	0.24%	94
2025 Q1	$1.19M	Hold	15,673	–	–	0.26%	97
2024 Q4	$1.1M	Buy	15,673 +172	+1%	+$12.7K	0.23%	101
2024 Q3	$1.21M	Hold	15,501	–	–	0.3%	90
2024 Q2	$1.13M	Buy	+15,501	New	+$1.14M	0.29%	91

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SeaBridge Investment Advisors's IEFA Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.89% in Q2 2026, buying an estimated $13.5K and bringing the position to 15,923 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #89.

SeaBridge Investment Advisors first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

SeaBridge Investment Advisors held 15,923 shares of iShares Core MSCI EAFE ETF worth $1.54M as of Q2 2026.
SeaBridge Investment Advisors bought 141 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.5K.
iShares Core MSCI EAFE ETF made up 0.22% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #89 holding.
SeaBridge Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.