SW
IEFA icon

SlateStone Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SlateStone Wealth’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 		$15M Buy
154,835
+5,091
+3% +$489K 1.15% 24
2026
Q1 		$13.6M Buy
149,744
+18,228
+14% +$1.7M 1.12% 26
2025
Q4 		$11.8M Buy
131,516
+8,126
+7% +$719K 0.98% 31
2025
Q3 		$10.8M Buy
123,390
+10,942
+10% +$930K 0.93% 33
2025
Q2 		$9.39M Buy
112,448
+11,093
+11% +$880K 0.88% 37
2025
Q1 		$7.67M Buy
101,355
+42,176
+71% +$3.15M 0.77% 42
2024
Q4 		$4.16M Buy
59,179
+20,430
+53% +$1.51M 0.41% 69
2024
Q3 		$3.02M Buy
38,749
+9,609
+33% +$719K 0.27% 84
2024
Q2 		$2.12M Buy
29,140
+845
+3% +$62.2K 0.23% 92
2024
Q1 		$2.1M Buy
28,295
+2,140
+8% +$152K 0.21% 93
2023
Q4 		$1.84M Buy
26,155
+600
+2% +$39.5K 0.24% 89
2023
Q3 		$1.64M Buy
+25,555
New +$1.71M 0.24% 90

Other funds holding IEFA

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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

SlateStone Wealth's IEFA Position: Q2 2026 in Review

SlateStone Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, buying an estimated $489K and bringing the position to 154,835 shares worth $15M. The position accounts for 1.15% of the portfolio, ranked #24.

SlateStone Wealth first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SlateStone Wealth held 154,835 shares of iShares Core MSCI EAFE ETF worth $15M as of Q2 2026.
  • SlateStone Wealth bought 5,091 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $489K.
  • iShares Core MSCI EAFE ETF made up 1.15% of SlateStone Wealth's portfolio in Q2 2026, its #24 holding.
  • SlateStone Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.