Sierra Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sierra Capital’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	$3.9M	Hold	40,367	–	–	0.38%	62
2026 Q1	$3.65M	Sell	40,367 -551	-1%	-$51.4K	0.4%	63
2025 Q4	$3.66M	Hold	40,918	–	–	0.39%	63
2025 Q3	$3.57M	Hold	40,918	–	–	0.39%	63
2025 Q2	$3.42M	Hold	40,918	–	–	0.39%	62
2025 Q1	$3.1M	Hold	40,918	–	–	0.37%	60
2024 Q4	$2.88M	Hold	40,918	–	–	0.34%	70
2024 Q3	$3.19M	Buy	+40,918	New	+$3.06M	0.38%	65

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

Sierra Capital's IEFA Position: Q2 2026 in Review

Sierra Capital held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 40,367 shares worth $3.9M. The position accounts for 0.38% of the portfolio, ranked #62.

Sierra Capital first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sierra Capital held 40,367 shares of iShares Core MSCI EAFE ETF worth $3.9M as of Q2 2026.
Sierra Capital left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.38% of Sierra Capital's portfolio in Q2 2026, its #62 holding.
Sierra Capital first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.