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Segall Bryant & Hamill’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Segall Bryant & Hamill’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
Q1 		– Sell
-10,309
Closed -$922K – 612
2025
Q4 		$922K Buy
10,309
+2
+0% +$177 0.01% 511
2025
Q3 		$900K Sell
10,307
-1,357
-12% -$115K 0.01% 512
2025
Q2 		$974K Hold
11,664
– – 0.01% 509
2025
Q1 		$882K Sell
11,664
-156
-1% -$11.7K 0.01% 512
2024
Q4 		$831K Hold
11,820
– – 0.01% 525
2024
Q3 		$923K Buy
+11,820
New +$885K 0.01% 515
2023
Q4 		– Sell
-10,148
Closed -$653K – 392
2023
Q3 		$653K Buy
10,148
+1,197
+13% +$80.1K 0.01% 463
2023
Q2 		$604K Sell
8,951
-605
-6% -$41K 0.01% 544
2023
Q1 		$638K Sell
9,556
-2,330
-20% -$153K 0.01% 538
2022
Q4 		$732K Sell
11,886
-384
-3% -$22.6K 0.01% 523
2022
Q3 		$646K Buy
12,270
+1,393
+13% +$81.9K 0.01% 541
2022
Q2 		$638K Sell
10,877
-1,673
-13% -$107K 0.01% 549
2022
Q1 		$873K Buy
+12,550
New +$888K 0.01% 527
2021
Q4 		– Sell
-19,088
Closed -$1.42M – 652
2021
Q3 		$1.42M Buy
19,088
+2,510
+15% +$191K 0.01% 497
2021
Q2 		$1.24M Buy
16,578
+4,742
+40% +$358K 0.01% 502
2021
Q1 		$853K Buy
11,836
+3,105
+36% +$222K 0.01% 574
2020
Q4 		$605K Sell
8,731
-703
-7% -$45.5K 0.01% 545
2020
Q3 		$569K Buy
9,434
+1,421
+18% +$85.7K 0.01% 529
2020
Q2 		$458K Sell
8,013
-2,083
-21% -$113K 0.01% 606
2020
Q1 		$505K Hold
10,096
– – 0.01% 589
2019
Q4 		$659K Sell
10,096
-2,079
-17% -$132K 0.01% 606
2019
Q3 		$744K Sell
12,175
-288
-2% -$17.4K 0.01% 578
2019
Q2 		$766K Buy
12,463
+2,083
+20% +$128K 0.01% 589
2019
Q1 		$630K Buy
10,380
+1,588
+18% +$93.7K 0.01% 620
2018
Q4 		$484K Buy
+8,792
New +$516K 0.01% 651

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.9% 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

Segall Bryant & Hamill's IEFA Position: Q1 2026 in Review

Segall Bryant & Hamill sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 10,309 shares — an estimated $922K sold.

Segall Bryant & Hamill first reported a position in IEFA in Q4 2018 and held it in 25 quarters. The position peaked at $1.42M in Q3 2021. 2,420 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Segall Bryant & Hamill reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Segall Bryant & Hamill sold 10,309 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $922K.
  • Segall Bryant & Hamill first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 25 quarters.
  • Segall Bryant & Hamill's iShares Core MSCI EAFE ETF position peaked at $1.42M in Q3 2021.
  • 2,420 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.