Shayne & Jacobs LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shayne & Jacobs LLC’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	$1.08M	Buy	11,169 +236	+2%	+$22.7K	0.32%	49
2026 Q1	$990K	Sell	10,933 -91	-0.8%	-$8.49K	0.31%	45
2025 Q4	$986K	Buy	11,024 +155	+1%	+$13.7K	0.3%	46
2025 Q3	$949K	Hold	10,869	–	–	0.29%	49
2025 Q2	$907K	Hold	10,869	–	–	0.3%	51
2025 Q1	$822K	Sell	10,869 -180	-2%	-$13.5K	0.2%	49
2024 Q4	$777K	Hold	11,049	–	–	0.2%	54
2024 Q3	$862K	Hold	11,049	–	–	0.22%	52
2024 Q2	$803K	Hold	11,049	–	–	0.22%	49
2024 Q1	$820K	Sell	11,049 -70	-0.6%	-$4.98K	0.22%	51
2023 Q4	$782K	Buy	11,119 +70	+0.6%	+$4.61K	0.24%	47
2023 Q3	$711K	Buy	+11,049	New	+$740K	0.24%	48

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

Shayne & Jacobs LLC's IEFA Position: Q2 2026 in Review

Shayne & Jacobs LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, buying an estimated $22.7K and bringing the position to 11,169 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #49.

Shayne & Jacobs LLC first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Shayne & Jacobs LLC held 11,169 shares of iShares Core MSCI EAFE ETF worth $1.08M as of Q2 2026.
Shayne & Jacobs LLC bought 236 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $22.7K.
iShares Core MSCI EAFE ETF made up 0.32% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #49 holding.
Shayne & Jacobs LLC first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.