Sincerus Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Buy
2,373
+9
+0.4% +$864 0.16% 76
2026
Q1
$214K Hold
2,364
0.16% 74
2025
Q4
$211K Buy
2,364
+11
+0.5% +$973 0.17% 70
2025
Q3
$205K Buy
+2,353
New +$200K 0.18% 68

Other funds holding IEFA

Sincerus Advisory's IEFA Position: Q2 2026 in Review

Sincerus Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.38% in Q2 2026, buying an estimated $864 and bringing the position to 2,373 shares worth $229K. The position accounts for 0.16% of the portfolio, ranked #76.

Sincerus Advisory first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sincerus Advisory held 2,373 shares of iShares Core MSCI EAFE ETF worth $229K as of Q2 2026.
  • Sincerus Advisory bought 9 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $864.
  • iShares Core MSCI EAFE ETF made up 0.16% of Sincerus Advisory's portfolio in Q2 2026, its #76 holding.
  • Sincerus Advisory first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.