Shayne & Jacobs LLC
IEFA icon

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
Q3 		$1.07M Sell
11,049
-120
-1% -$11.8K 0.32% 49
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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Shayne & Jacobs LLC's IEFA Position: Q3 2026 in Review

Shayne & Jacobs LLC reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q3 2026, selling an estimated $11.8K and leaving 11,049 shares worth $1.07M. 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 13 quarters since. The position peaked at $1.08M in Q2 2026. 1,223 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Shayne & Jacobs LLC held 11,049 shares of iShares Core MSCI EAFE ETF worth $1.07M as of Q3 2026.
  • Shayne & Jacobs LLC sold 120 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $11.8K.
  • iShares Core MSCI EAFE ETF made up 0.32% of Shayne & Jacobs LLC's portfolio in Q3 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 13 quarters since.
  • Shayne & Jacobs LLC's iShares Core MSCI EAFE ETF position peaked at $1.08M in Q2 2026.
  • 1,223 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.