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Shoker Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shoker Investment Counsel’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 		$34.8M Buy
360,045
+17,356
+5% +$1.67M 8.73% 3
2026
Q1 		$31M Sell
342,689
-2,404
-0.7% -$224K 9.21% 3
2025
Q4 		$30.9M Buy
345,093
+2,293
+0.7% +$203K 9.05% 3
2025
Q3 		$29.9M Buy
342,800
+856
+0.3% +$72.7K 8.83% 3
2025
Q2 		$28.5M Buy
341,944
+17,486
+5% +$1.39M 8.95% 3
2025
Q1 		$24.5M Buy
324,458
+7,326
+2% +$548K 8.29% 3
2024
Q4 		$22.3M Sell
317,132
-1,460
-0.5% -$108K 7.53% 3
2024
Q3 		$24.9M Sell
318,592
-11,411
-3% -$854K 8.36% 3
2024
Q2 		$24M Sell
330,003
-37,060
-10% -$2.73M 8.46% 3
2024
Q1 		$27.1M Sell
367,063
-22,942
-6% -$1.63M 9.68% 3
2023
Q4 		$27.4M Buy
390,005
+5,433
+1% +$358K 10.61% 2
2023
Q3 		$24.7M Sell
384,572
-9,876
-3% -$661K 10.74% 1
2023
Q2 		$26.6M Buy
394,448
+108,657
+38% +$7.37M 11.13% 1
2023
Q1 		$19.1M Buy
285,791
+660
+0.2% +$43.3K 8.34% 3
2022
Q4 		$17.6M Buy
285,131
+102,695
+56% +$6.04M 7.87% 3
2022
Q3 		$9.61M Buy
182,436
+27,607
+18% +$1.62M 5.04% 4
2022
Q2 		$9.11M Buy
154,829
+19,761
+15% +$1.27M 4.84% 3
2022
Q1 		$9.39M Sell
135,068
-21,471
-14% -$1.52M 4.66% 3
2021
Q4 		$11.7M Buy
156,539
+4,009
+3% +$301K 5.36% 3
2021
Q3 		$11.3M Buy
152,530
+6,745
+5% +$513K 5.64% 3
2021
Q2 		$10.9M Buy
145,785
+4,819
+3% +$364K 5.44% 4
2021
Q1 		$10.2M Buy
140,966
+1,323
+0.9% +$94.5K 5.33% 4
2020
Q4 		$9.65M Buy
139,643
+9,076
+7% +$587K 5.4% 4
2020
Q3 		$7.87M Buy
130,567
+3,744
+3% +$226K 5.16% 4
2020
Q2 		$7.25M Buy
126,823
+10,447
+9% +$566K 5.05% 4
2020
Q1 		$5.81M Buy
116,376
+17,931
+18% +$1.07M 4.89% 4
2019
Q4 		$6.42M Buy
98,445
+8,862
+10% +$562K 4.27% 4
2019
Q3 		$5.47M Buy
89,583
+72,515
+425% +$4.38M 3.93% 4
2019
Q2 		$1.05M Buy
+17,068
New +$1.05M 0.76% 43

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Shoker Investment Counsel's IEFA Position: Q2 2026 in Review

Shoker Investment Counsel increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q2 2026, buying an estimated $1.67M and bringing the position to 360,045 shares worth $34.8M. The position accounts for 8.73% of the portfolio, ranked #3.

Shoker Investment Counsel first reported a position in IEFA in Q2 2019 and has held it in 29 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Shoker Investment Counsel held 360,045 shares of iShares Core MSCI EAFE ETF worth $34.8M as of Q2 2026.
  • Shoker Investment Counsel bought 17,356 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.67M.
  • iShares Core MSCI EAFE ETF made up 8.73% of Shoker Investment Counsel's portfolio in Q2 2026, its #3 holding.
  • Shoker Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Shoker Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.