Sheets Smith Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sheets Smith Wealth Management’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	$1.81M	Sell	18,710 -668	-3%	-$64.2K	0.18%	118
2026 Q1	$1.75M	Buy	19,378 +2,386	+14%	+$223K	0.2%	114
2025 Q4	$1.52M	Buy	16,992 +4,755	+39%	+$420K	0.17%	124
2025 Q3	$1.07M	Buy	12,237 +65	+0.5%	+$5.52K	0.12%	163
2025 Q2	$1.02M	Buy	12,172 +8,868	+268%	+$704K	0.12%	163
2025 Q1	$250K	Hold	3,304	–	–	0.03%	320
2024 Q4	$232K	Buy	+3,304	New	+$244K	0.03%	351
2024 Q3	–	Sell	-3,302	Closed	-$240K	–	385
2024 Q2	$240K	Sell	3,302 -378	-10%	-$27.8K	0.03%	343
2024 Q1	$273K	Buy	3,680 +381	+12%	+$27.1K	0.03%	329
2023 Q4	$232K	Sell	3,299 -199	-6%	-$13.1K	0.03%	317
2023 Q3	$225K	Sell	3,498 -21	-0.6%	-$1.41K	0.03%	295
2023 Q2	$238K	Buy	+3,519	New	+$239K	0.03%	297
2019 Q3	–	Sell	-4,505	Closed	-$277K	–	306
2019 Q2	$277K	Sell	4,505 -40	-0.9%	-$2.45K	0.06%	276
2019 Q1	$276K	Sell	4,545 -660	-13%	-$39K	0.06%	280
2018 Q4	$286K	Sell	5,205 -685	-12%	-$40.2K	0.08%	236
2018 Q3	$377K	Buy	5,890 +396	+7%	+$25.2K	0.08%	260
2018 Q2	$348K	Buy	5,494 +1,725	+46%	+$114K	0.08%	246
2018 Q1	$248K	Hold	3,769	–	–	0.06%	277
2017 Q4	$249K	Buy	+3,769	New	+$246K	0.06%	289

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

Sheets Smith Wealth Management's IEFA Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, selling an estimated $64.2K and leaving 18,710 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #118.

Sheets Smith Wealth Management first reported a position in IEFA in Q4 2017 and has held it in 19 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sheets Smith Wealth Management held 18,710 shares of iShares Core MSCI EAFE ETF worth $1.81M as of Q2 2026.
Sheets Smith Wealth Management sold 668 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $64.2K.
iShares Core MSCI EAFE ETF made up 0.18% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #118 holding.
Sheets Smith Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 19 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.