Seven Post Investment Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Seven Post Investment Office’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	$1.79M	Sell	18,548 -1,959	-10%	-$188K	0.51%	19
2026 Q1	$1.86M	Hold	20,507	–	–	0.6%	18
2025 Q4	$1.83M	Hold	20,507	–	–	0.66%	17
2025 Q3	$1.79M	Hold	20,507	–	–	0.64%	19
2025 Q2	$1.71M	Hold	20,507	–	–	0.64%	20
2025 Q1	$1.55M	Hold	20,507	–	–	0.59%	19
2024 Q4	$1.44M	Hold	20,507	–	–	0.55%	19
2024 Q3	$1.6M	Hold	20,507	–	–	0.24%	29
2024 Q2	$1.49M	Hold	20,507	–	–	0.28%	28
2024 Q1	$1.52M	Hold	20,507	–	–	0.37%	26
2023 Q4	$1.44M	Sell	20,507 -180	-0.9%	-$11.9K	0.36%	27
2023 Q3	$1.33M	Hold	20,687	–	–	0.37%	26
2023 Q2	$1.4M	Sell	20,687 -200	-1%	-$13.6K	0.43%	24
2023 Q1	$1.4M	Buy	20,887 +8,886	+74%	+$583K	0.5%	21
2022 Q4	$740K	Buy	+12,001	New	+$706K	0.26%	28
2022 Q2	–	Sell	-4,821	Closed	-$335K	–	50
2022 Q1	$335K	Buy	+4,821	New	+$341K	0.1%	39

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Seven Post Investment Office's IEFA Position: Q2 2026 in Review

Seven Post Investment Office reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.6% in Q2 2026, selling an estimated $188K and leaving 18,548 shares worth $1.79M. The position accounts for 0.51% of the portfolio, ranked #19.

Seven Post Investment Office first reported a position in IEFA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.86M in Q1 2026. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Seven Post Investment Office held 18,548 shares of iShares Core MSCI EAFE ETF worth $1.79M as of Q2 2026.
Seven Post Investment Office sold 1,959 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $188K.
iShares Core MSCI EAFE ETF made up 0.51% of Seven Post Investment Office's portfolio in Q2 2026, its #19 holding.
Seven Post Investment Office first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 16 quarters since.
Seven Post Investment Office's iShares Core MSCI EAFE ETF position peaked at $1.86M in Q1 2026.
1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.