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

Sebold 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
2025 Q2	$531K	Sell	6,358 -90	-1%	-$7.14K	0.33%	41
2025 Q1	$488K	Sell	6,448 -88	-1%	-$6.58K	0.32%	41
2024 Q4	$459K	Hold	6,536	–	–	0.31%	41
2024 Q3	$510K	Sell	6,536 -143	-2%	-$10.7K	0.34%	37
2024 Q2	$485K	Sell	6,679 -1,368	-17%	-$101K	0.34%	39
2024 Q1	$597K	Sell	8,047 -16	-0.2%	-$1.14K	0.4%	39
2023 Q4	$567K	Sell	8,063 -9,866	-55%	-$650K	0.42%	36
2023 Q3	$1.15M	Sell	17,929 -1,668	-9%	-$112K	0.94%	26
2023 Q2	$1.32M	Sell	19,597 -3,580	-15%	-$243K	1.06%	25
2023 Q1	$1.55M	Sell	23,177 -3,284	-12%	-$215K	1.22%	23
2022 Q4	$1.63M	Buy	+26,461	New	+$1.56M	1.34%	20

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sebold Capital Management's IEFA Position: Q2 2025 in Review

Sebold Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2025, selling an estimated $7.14K and leaving 6,358 shares worth $531K. The position accounts for 0.33% of the portfolio, ranked #41.

Sebold Capital Management first reported a position in IEFA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2022. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Sebold Capital Management held 6,358 shares of iShares Core MSCI EAFE ETF worth $531K as of Q2 2025.
Sebold Capital Management sold 90 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $7.14K.
iShares Core MSCI EAFE ETF made up 0.33% of Sebold Capital Management's portfolio in Q2 2025, its #41 holding.
Sebold Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's iShares Core MSCI EAFE ETF position peaked at $1.63M in Q4 2022.
2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.