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Single Point Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Single Point Partners’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 		$21.2M Buy
219,717
+4,286
+2% +$412K 3.74% 6
2026
Q1 		$19.5M Sell
215,431
-1,245
-0.6% -$116K 3.88% 6
2025
Q4 		$19.4M Buy
216,676
+5,867
+3% +$519K 3.83% 6
2025
Q3 		$18.4M Buy
210,809
+7,925
+4% +$673K 3.74% 7
2025
Q2 		$16.9M Buy
202,884
+3,766
+2% +$299K 3.7% 7
2025
Q1 		$15.1M Buy
199,118
+8,769
+5% +$656K 3.54% 8
2024
Q4 		$13.4M Buy
190,349
+10,268
+6% +$757K 3.08% 8
2024
Q3 		$14.1M Buy
180,081
+8,023
+5% +$601K 22.41% 1
2024
Q2 		$12.5M Buy
172,058
+2,500
+1% +$184K 21.4% 1
2024
Q1 		$12.6M Buy
169,558
+43,042
+34% +$3.06M 2.92% 8
2023
Q4 		$8.9M Sell
126,516
-15,864
-11% -$1.05M 2.22% 12
2023
Q3 		$8.89M Sell
142,380
-15,167
-10% -$1.02M 2.33% 10
2023
Q2 		$10.3M Buy
157,547
+10,440
+7% +$708K 14.27% 2
2023
Q1 		$9.83M Buy
147,107
+614
+0.4% +$40.3K 2.15% 10
2022
Q4 		$9.03M Buy
146,493
+4,974
+4% +$293K 2.17% 10
2022
Q3 		$7.45M Sell
141,519
-2,594
-2% -$153K 2.05% 11
2022
Q2 		$8.48M Sell
144,113
-156
-0.1% -$10K 2.31% 10
2022
Q1 		$10M Buy
144,269
+7,615
+6% +$539K 2.56% 8
2021
Q4 		$10.2M Buy
136,654
+11,696
+9% +$879K 2.73% 8
2021
Q3 		$9.28M Buy
124,958
+7,001
+6% +$533K 20.28% 2
2021
Q2 		$8.83M Buy
117,957
+9,636
+9% +$727K 3.04% 7
2021
Q1 		$7.92M Buy
108,321
+25,954
+32% +$1.85M 2.9% 7
2020
Q4 		$5.69M Buy
82,367
+2,291
+3% +$148K 2.56% 8
2020
Q3 		$4.83M Buy
80,076
+5,952
+8% +$359K 2.57% 9
2020
Q2 		$4.24M Buy
74,124
+2,005
+3% +$109K 2.47% 9
2020
Q1 		$3.6M Sell
72,119
-2,459
-3% -$146K 2.49% 11
2019
Q4 		$4.87M Buy
+74,578
New +$4.73M 2.95% 7

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

Single Point Partners's IEFA Position: Q2 2026 in Review

Single Point Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q2 2026, buying an estimated $412K and bringing the position to 219,717 shares worth $21.2M. The position accounts for 3.74% of the portfolio, ranked #6.

Single Point Partners first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Single Point Partners held 219,717 shares of iShares Core MSCI EAFE ETF worth $21.2M as of Q2 2026.
  • Single Point Partners bought 4,286 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $412K.
  • iShares Core MSCI EAFE ETF made up 3.74% of Single Point Partners's portfolio in Q2 2026, its #6 holding.
  • Single Point Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.