Sittner & Nelson’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sittner & Nelson’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	$67.9K	Buy	703 +45	+7%	+$4.32K	0.02%	270
2026 Q1	$59.6K	Hold	658	–	–	0.02%	283
2025 Q4	$62.9K	Hold	658	–	–	0.02%	252
2025 Q3	$57.5K	Hold	658	–	–	0.02%	242
2025 Q2	$54.9K	Hold	658	–	–	0.02%	242
2025 Q1	$49.8K	Hold	658	–	–	0.02%	240
2024 Q4	$46.2K	Hold	658	–	–	0.02%	235
2024 Q3	$51.4K	Sell	658 -38	-5%	-$2.85K	0.02%	227
2024 Q2	$50.6K	Hold	696	–	–	0.02%	212
2024 Q1	$51.7K	Buy	696 +137	+25%	+$9.75K	0.03%	211
2023 Q4	$39.3K	Buy	559 +273	+95%	+$18K	0.02%	230
2023 Q3	$18.4K	Hold	286	–	–	0.01%	284
2023 Q2	$19.3K	Hold	286	–	–	0.01%	282
2023 Q1	$19.1K	Hold	286	–	–	0.01%	298
2022 Q4	$17.6K	Hold	286	–	–	0.01%	289
2022 Q3	$15K	Hold	286	–	–	0.01%	290
2022 Q2	$17K	Hold	286	–	–	0.01%	304
2022 Q1	$20K	Buy	+286	New	+$20.2K	0.01%	275

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

Sittner & Nelson's IEFA Position: Q2 2026 in Review

Sittner & Nelson increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q2 2026, buying an estimated $4.32K and bringing the position to 703 shares worth $67.9K. The position accounts for 0.02% of the portfolio, ranked #270.

Sittner & Nelson first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sittner & Nelson held 703 shares of iShares Core MSCI EAFE ETF worth $67.9K as of Q2 2026.
Sittner & Nelson bought 45 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.32K.
iShares Core MSCI EAFE ETF made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #270 holding.
Sittner & Nelson first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.