SIP
IEFA icon

Sellwood Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sellwood Investment Partners’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 		$12.5K Hold
129
– – ﹤0.01% 54
2026
Q1 		$11.7K Hold
129
– – ﹤0.01% 54
2025
Q4 		$11.5K Hold
129
– – ﹤0.01% 53
2025
Q3 		$11.3K Hold
129
– – ﹤0.01% 65
2025
Q2 		$10.8K Hold
129
– – 0.01% 45
2025
Q1 		$9.76K Hold
129
– – 0.01% 35
2024
Q4 		$9.07K Buy
+129
New +$9.52K ﹤0.01% 50

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Sellwood Investment Partners's IEFA Position: Q2 2026 in Review

Sellwood Investment Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 129 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #54.

Sellwood Investment Partners first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sellwood Investment Partners held 129 shares of iShares Core MSCI EAFE ETF worth $12.5K as of Q2 2026.
  • Sellwood Investment Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #54 holding.
  • Sellwood Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.