Shelter Insurance Retirement Plan’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shelter Insurance Retirement Plan’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	$21.7M	Hold	224,262	–	–	21.51%	2
2026 Q1	$20.3M	Hold	224,262	–	–	22.6%	2
2025 Q4	$20.1M	Hold	224,262	–	–	21.68%	2
2025 Q3	$19.6M	Hold	224,262	–	–	21.64%	2
2025 Q2	$18.7M	Hold	224,262	–	–	21.92%	2
2025 Q1	$17M	Hold	224,262	–	–	21.96%	2
2024 Q4	$15.8M	Hold	224,262	–	–	20.2%	2
2024 Q3	$16.8M	Hold	224,262	–	–	20.77%	2
2024 Q2	$16.3M	Hold	224,262	–	–	21.72%	2
2024 Q1	$16.6M	Sell	224,262 -124,790	-36%	-$8.88M	22.73%	2
2023 Q4	$24.6M	Sell	349,052 -37,132	-10%	-$2.45M	23.89%	2
2023 Q3	$24.9M	Hold	386,184	–	–	24.12%	2
2023 Q2	$26.1M	Sell	386,184 -23,429	-6%	-$1.59M	24.41%	2
2023 Q1	$27.4M	Sell	409,613 -39,809	-9%	-$2.61M	24.68%	2
2022 Q4	$27.7M	Sell	449,422 -163,161	-27%	-$9.6M	24.46%	2
2022 Q3	$32.3M	Hold	612,583	–	–	23.22%	2
2022 Q2	$36.1M	Hold	612,583	–	–	23.95%	2
2022 Q1	$42.6M	Hold	612,583	–	–	23.95%	2
2021 Q4	$45.7M	Hold	612,583	–	–	24.25%	2
2021 Q3	$45.5M	Buy	612,583 +3,900	+0.6%	+$297K	25.58%	2
2021 Q2	$45.6M	Buy	+608,683	New	+$46M	26.19%	2

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

Shelter Insurance Retirement Plan's IEFA Position: Q2 2026 in Review

Shelter Insurance Retirement Plan held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 224,262 shares worth $21.7M. The position accounts for 21.51% of the portfolio, ranked #2.

Shelter Insurance Retirement Plan first reported a position in IEFA in Q2 2021 and has held it in 21 quarters since. The position peaked at $45.7M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Shelter Insurance Retirement Plan held 224,262 shares of iShares Core MSCI EAFE ETF worth $21.7M as of Q2 2026.
Shelter Insurance Retirement Plan left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 21.51% of Shelter Insurance Retirement Plan's portfolio in Q2 2026, its #2 holding.
Shelter Insurance Retirement Plan first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
Shelter Insurance Retirement Plan's iShares Core MSCI EAFE ETF position peaked at $45.7M in Q4 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Shelter Insurance Retirement Plan's 13F filing for Q2 2026, filed 11 Aug 2026.