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Signature Estate & Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Signature Estate & Investment Advisors’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 		$2.09M Sell
21,611
-2,000
-8% -$192K 0.04% 167
2026
Q1 		$2.14M Buy
23,611
+2,747
+13% +$256K 0.04% 161
2025
Q4 		$1.87M Buy
20,864
+939
+5% +$83K 0.04% 170
2025
Q3 		$1.74M Buy
19,925
+693
+4% +$58.9K 0.04% 183
2025
Q2 		$1.61M Buy
19,232
+4,450
+30% +$353K 0.04% 181
2025
Q1 		$1.12M Buy
14,782
+300
+2% +$22.4K 0.03% 198
2024
Q4 		$1.02M Sell
14,482
-3,368
-19% -$248K 0.03% 212
2024
Q3 		$1.39M Sell
17,850
-991
-5% -$74.2K 0.03% 165
2024
Q2 		$1.37M Buy
+18,841
New +$1.39M 0.03% 158
2022
Q4 		– Sell
-3,874
Closed -$204K – 184
2022
Q3 		$204K Sell
3,874
-634
-14% -$37.3K 0.01% 160
2022
Q2 		$265K Buy
4,508
+21
+0.5% +$1.35K 0.01% 145
2022
Q1 		$312K Buy
4,487
+626
+16% +$44.3K 0.01% 133
2021
Q4 		$288K Sell
3,861
-44
-1% -$3.31K 0.01% 144
2021
Q3 		$290K Sell
3,905
-732
-16% -$55.7K 0.01% 137
2021
Q2 		$347K Buy
4,637
+29
+0.6% +$2.19K 0.02% 127
2021
Q1 		$332K Buy
4,608
+241
+6% +$17.2K 0.02% 130
2020
Q4 		$302K Sell
4,367
-900
-17% -$58.2K 0.02% 130
2020
Q3 		$317K Buy
5,267
+860
+20% +$51.9K 0.02% 125
2020
Q2 		$252K Sell
4,407
-48,664
-92% -$2.64M 0.02% 127
2020
Q1 		$2.65M Sell
53,071
-1,365
-3% -$81.2K 0.21% 56
2019
Q4 		$3.55M Sell
54,436
-760
-1% -$48.2K 0.22% 64
2019
Q3 		$3.37M Sell
55,196
-1,063
-2% -$64.2K 0.22% 61
2019
Q2 		$3.45M Buy
56,259
+4,885
+10% +$299K 0.23% 61
2019
Q1 		$3.12M Sell
51,374
-6,472
-11% -$382K 0.21% 63
2018
Q4 		$3.18M Sell
57,846
-3,712
-6% -$218K 0.28% 56
2018
Q3 		$3.94M Buy
61,558
+3,053
+5% +$195K 0.35% 45
2018
Q2 		$3.71M Sell
58,505
-455
-0.8% -$30.1K 0.35% 44
2018
Q1 		$3.88M Buy
58,960
+5,652
+11% +$380K 0.39% 44
2017
Q4 		$3.52M Buy
53,308
+1,556
+3% +$101K 0.36% 50
2017
Q3 		$3.32M Sell
51,752
-266
-0.5% -$16.6K 0.37% 47
2017
Q2 		$3.17M Sell
52,018
-236
-0.5% -$14.2K 0.38% 48
2017
Q1 		$3.03M Sell
52,254
-648
-1% -$36.4K 0.38% 46
2016
Q4 		$2.84M Buy
52,902
+4,438
+9% +$238K 0.39% 49
2016
Q3 		$2.67M Sell
48,464
-4,649
-9% -$251K 0.39% 49
2016
Q2 		$2.76M Sell
53,113
-3,364
-6% -$180K 0.44% 42
2016
Q1 		$3M Sell
56,477
-12,702
-18% -$648K 0.49% 41
2015
Q4 		$3.76M Buy
+69,179
New +$3.84M 0.65% 42

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

Signature Estate & Investment Advisors's IEFA Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.5% in Q2 2026, selling an estimated $192K and leaving 21,611 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #167.

Signature Estate & Investment Advisors first reported a position in IEFA in Q4 2015 and has held it in 37 quarters since. The position peaked at $3.94M in Q3 2018. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Signature Estate & Investment Advisors held 21,611 shares of iShares Core MSCI EAFE ETF worth $2.09M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 2,000 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $192K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 37 quarters since.
  • Signature Estate & Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $3.94M in Q3 2018.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.