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

Shelter Mutual Insurance’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	$15.5M	Hold	160,575	–	–	3.28%	6
2026 Q1	$14.5M	Hold	160,575	–	–	3.23%	6
2025 Q4	$14.4M	Hold	160,575	–	–	3.2%	6
2025 Q3	$14M	Hold	160,575	–	–	3.14%	8
2025 Q2	$13.4M	Hold	160,575	–	–	3.11%	7
2025 Q1	$12.1M	Hold	160,575	–	–	2.93%	9
2024 Q4	$11.3M	Hold	160,575	–	–	2.81%	9
2024 Q3	$12M	Hold	160,575	–	–	2.87%	11
2024 Q2	$11.7M	Hold	160,575	–	–	3.04%	7
2024 Q1	$11.9M	Hold	160,575	–	–	3.07%	5
2023 Q4	$11.3M	Sell	160,575 -8,400	-5%	-$554K	3.12%	4
2023 Q3	$10.9M	Sell	168,975 -11,450	-6%	-$767K	3.03%	5
2023 Q2	$12.2M	Hold	180,425	–	–	2.96%	6
2023 Q1	$12.1M	Hold	180,425	–	–	3.36%	9
2022 Q4	$11.1M	Hold	180,425	–	–	3.19%	11
2022 Q3	$9.5M	Hold	180,425	–	–	3.08%	11
2022 Q2	$10.6M	Hold	180,425	–	–	3.22%	9
2022 Q1	$12.5M	Hold	180,425	–	–	3.29%	6
2021 Q4	$13.5M	Hold	180,425	–	–	3.49%	5
2021 Q3	$13.4M	Buy	180,425 +9,150	+5%	+$696K	3.78%	4
2021 Q2	$12.8M	Buy	+171,275	New	+$12.9M	3.58%	4

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 Mutual Insurance's IEFA Position: Q2 2026 in Review

Shelter Mutual Insurance held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 160,575 shares worth $15.5M. The position accounts for 3.28% of the portfolio, ranked #6.

Shelter Mutual Insurance first reported a position in IEFA in Q2 2021 and has held it in 21 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Shelter Mutual Insurance held 160,575 shares of iShares Core MSCI EAFE ETF worth $15.5M as of Q2 2026.
Shelter Mutual Insurance left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 3.28% of Shelter Mutual Insurance's portfolio in Q2 2026, its #6 holding.
Shelter Mutual Insurance first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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