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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sierra Capital's IEFA Position: Q1 2026 in Review

Sierra Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q1 2026, selling an estimated $51.4K and leaving 40,367 shares worth $3.65M. The position accounts for 0.4% of the portfolio, ranked #63.

Sierra Capital first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.66M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Sierra Capital held 40,367 shares of iShares Core MSCI EAFE ETF worth $3.65M as of Q1 2026.
Sierra Capital sold 551 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $51.4K.
iShares Core MSCI EAFE ETF made up 0.4% of Sierra Capital's portfolio in Q1 2026, its #63 holding.
Sierra Capital first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
Sierra Capital's iShares Core MSCI EAFE ETF position peaked at $3.66M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.