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SJS Investment Consulting’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SJS Investment Consulting’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 		$155K Hold
1,603
– – 0.02% 184
2026
Q1 		$145K Sell
1,603
-251
-14% -$23.4K 0.02% 173
2025
Q4 		$166K Buy
1,854
+256
+16% +$22.6K 0.02% 155
2025
Q3 		$140K Buy
1,598
+1,394
+683% +$118K 0.02% 160
2025
Q2 		$17K Sell
204
-18
-8% -$1.43K ﹤0.01% 297
2025
Q1 		$16.8K Hold
222
– – ﹤0.01% 302
2024
Q4 		$15.6K Hold
222
– – ﹤0.01% 305
2024
Q3 		$17.3K Hold
222
– – ﹤0.01% 301
2024
Q2 		$16.1K Hold
222
– – ﹤0.01% 291
2024
Q1 		$16.5K Hold
222
– – ﹤0.01% 306
2023
Q4 		$15.6K Sell
222
-964
-81% -$63.5K ﹤0.01% 255
2023
Q3 		$76.3K Buy
+1,186
New +$79.4K 0.02% 131
2023
Q2 		– Sell
-201
Closed -$13.4K – 1612
2023
Q1 		$13.4K Buy
+201
New +$13.2K ﹤0.01% 259

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

SJS Investment Consulting's IEFA Position: Q2 2026 in Review

SJS Investment Consulting held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 1,603 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #184.

SJS Investment Consulting first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $166K in Q4 2025. 1,068 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SJS Investment Consulting held 1,603 shares of iShares Core MSCI EAFE ETF worth $155K as of Q2 2026.
  • SJS Investment Consulting left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #184 holding.
  • SJS Investment Consulting first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
  • SJS Investment Consulting's iShares Core MSCI EAFE ETF position peaked at $166K in Q4 2025.
  • 1,068 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.