Sentinel Pension Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sentinel Pension 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	$414K	Buy	4,298 +4	+0.1%	+$384	0.05%	101
2026 Q1	$389K	Sell	4,294 -103	-2%	-$9.61K	0.06%	100
2025 Q4	$393K	Buy	4,397 +411	+10%	+$36.3K	0.06%	98
2025 Q3	$348K	Sell	3,986 -561	-12%	-$47.7K	0.06%	96
2025 Q2	$380K	Sell	4,547 -18	-0.4%	-$1.43K	0.06%	91
2025 Q1	$345K	Hold	4,565	–	–	0.06%	89
2024 Q4	$321K	Hold	4,565	–	–	0.06%	88
2024 Q3	$356K	Buy	4,565 +18	+0.4%	+$1.35K	0.07%	90
2024 Q2	$330K	Buy	4,547 +9	+0.2%	+$662	0.07%	88
2024 Q1	$337K	Hold	4,538	–	–	0.07%	77
2023 Q4	$319K	Hold	4,538	–	–	0.08%	77
2023 Q3	$292K	Buy	4,538 +72	+2%	+$4.82K	0.07%	82
2023 Q2	$301K	Hold	4,466	–	–	0.07%	75
2023 Q1	$299K	Hold	4,466	–	–	0.08%	74
2022 Q4	$275K	Buy	4,466 +334	+8%	+$19.7K	0.09%	71
2022 Q3	$218K	Sell	4,132 -211	-5%	-$12.4K	0.08%	77
2022 Q2	$256K	Buy	+4,343	New	+$279K	0.09%	76

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

Sentinel Pension Advisors's IEFA Position: Q2 2026 in Review

Sentinel Pension Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.09% in Q2 2026, buying an estimated $384 and bringing the position to 4,298 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #101.

Sentinel Pension Advisors first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sentinel Pension Advisors held 4,298 shares of iShares Core MSCI EAFE ETF worth $414K as of Q2 2026.
Sentinel Pension Advisors bought 4 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $384.
iShares Core MSCI EAFE ETF made up 0.05% of Sentinel Pension Advisors's portfolio in Q2 2026, its #101 holding.
Sentinel Pension Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.