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Sharp Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sharp Financial Services’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 		$1.2M Buy
12,444
+1,071
+9% +$103K 0.56% 29
2026
Q1 		$1.03M Sell
11,373
-630
-5% -$58.8K 0.51% 22
2025
Q4 		$1.07M Hold
12,003
– – 0.54% 30
2025
Q3 		$1.05M Buy
12,003
+200
+2% +$17K 0.57% 30
2025
Q2 		$985K Sell
11,803
-2,970
-20% -$236K 0.64% 21
2025
Q1 		$1.12M Sell
14,773
-56,006
-79% -$4.19M 0.86% 13
2024
Q4 		$4.97M Buy
70,779
+5,285
+8% +$390K 3.78% 9
2024
Q3 		$5.11M Buy
65,494
+54,158
+478% +$4.05M 3.95% 8
2024
Q2 		$823K Sell
11,336
-410
-3% -$30.2K 0.71% 27
2024
Q1 		$872K Sell
11,746
-242
-2% -$17.2K 0.81% 23
2023
Q4 		$843K Buy
+11,988
New +$790K 0.91% 23

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Sharp Financial Services's IEFA Position: Q2 2026 in Review

Sharp Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q2 2026, buying an estimated $103K and bringing the position to 12,444 shares worth $1.2M. The position accounts for 0.56% of the portfolio, ranked #29.

Sharp Financial Services first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.11M in Q3 2024. 1,000 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sharp Financial Services held 12,444 shares of iShares Core MSCI EAFE ETF worth $1.2M as of Q2 2026.
  • Sharp Financial Services bought 1,071 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $103K.
  • iShares Core MSCI EAFE ETF made up 0.56% of Sharp Financial Services's portfolio in Q2 2026, its #29 holding.
  • Sharp Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Sharp Financial Services's iShares Core MSCI EAFE ETF position peaked at $5.11M in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.