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Shepherd Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shepherd Financial Partners’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
Q1 		$53.1M Buy
586,787
+136,735
+30% +$12.8M 5.04% 3
2025
Q4 		$40.3M Sell
450,052
-42,960
-9% -$3.8M 3.73% 5
2025
Q3 		$43M Sell
493,012
-142,238
-22% -$12.1M 4.1% 4
2025
Q2 		$53M Buy
635,250
+27,386
+5% +$2.17M 5.6% 3
2025
Q1 		$46M Sell
607,864
-78,805
-11% -$5.89M 5.39% 3
2024
Q4 		$48.3M Buy
686,669
+1,730
+0.3% +$128K 5.77% 3
2024
Q3 		$53.5M Buy
684,939
+6,020
+0.9% +$451K 6.43% 3
2024
Q2 		$49.3M Buy
678,919
+58,359
+9% +$4.29M 6.36% 3
2024
Q1 		$46.1M Buy
620,560
+9,708
+2% +$691K 6.03% 3
2023
Q4 		$43M Buy
610,852
+11,725
+2% +$773K 6.11% 3
2023
Q3 		$38.6M Buy
599,127
+19,955
+3% +$1.34M 6.05% 3
2023
Q2 		$39.1M Buy
579,172
+6,702
+1% +$455K 6.06% 3
2023
Q1 		$38.3M Sell
572,470
-28,764
-5% -$1.89M 6.4% 3
2022
Q4 		$37.1M Buy
601,234
+77,930
+15% +$4.59M 6.71% 3
2022
Q3 		$27.6M Buy
523,304
+287,922
+122% +$16.9M 5.38% 3
2022
Q2 		$13.9M Buy
235,382
+210,401
+842% +$13.5M 2.7% 8
2022
Q1 		$1.74M Buy
24,981
+6,001
+32% +$424K 0.31% 61
2021
Q4 		$1.42M Buy
18,980
+14,563
+330% +$1.09M 0.25% 72
2021
Q3 		$330K Buy
4,417
+1,171
+36% +$89.1K 0.06% 126
2021
Q2 		$243K Buy
+3,246
New +$245K 0.05% 137
2018
Q4 		– Sell
-3,564
Closed -$225K – 130
2018
Q3 		$225K Hold
3,564
– – 0.05% 118
2018
Q2 		$224K Buy
3,564
+70
+2% +$4.63K 0.05% 118
2018
Q1 		$230K Buy
+3,494
New +$235K 0.06% 107

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shepherd Financial Partners's IEFA Position: Q1 2026 in Review

Shepherd Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q1 2026, buying an estimated $12.8M and bringing the position to 586,787 shares worth $53.1M. The position accounts for 5.04% of the portfolio, ranked #3.

Shepherd Financial Partners first reported a position in IEFA in Q1 2018 and has held it in 23 quarters since. The position peaked at $53.5M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Shepherd Financial Partners held 586,787 shares of iShares Core MSCI EAFE ETF worth $53.1M as of Q1 2026.
  • Shepherd Financial Partners bought 136,735 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $12.8M.
  • iShares Core MSCI EAFE ETF made up 5.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #3 holding.
  • Shepherd Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 23 quarters since.
  • Shepherd Financial Partners's iShares Core MSCI EAFE ETF position peaked at $53.5M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.