Smartleaf Asset Management
IEFA icon

Smartleaf Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smartleaf Asset Management’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
Q3 		$69.5M Buy
713,476
+182,853
+34% +$18.1M 1.99% 8
2026
Q2 		$51.1M Hold
530,623
– – 1.66% 10
2026
Q1 		$46.5M Buy
530,623
+155,144
+41% +$14.5M 1.68% 10
2025
Q4 		$33.7M Buy
375,479
+228,389
+155% +$20.2M 1.28% 13
2025
Q3 		$12.8M Buy
147,090
+76,580
+109% +$6.51M 0.79% 19
2025
Q2 		$5.87M Buy
70,510
+35,623
+102% +$2.83M 0.52% 40
2025
Q1 		$2.67M Buy
34,887
+14,358
+70% +$1.07M 0.26% 83
2024
Q4 		$1.44M Buy
20,529
+142
+0.7% +$10.5K 0.15% 155
2024
Q3 		$1.6M Buy
20,387
+2,255
+12% +$169K 0.19% 120
2024
Q2 		$1.32M Buy
18,132
+5,757
+47% +$424K 0.22% 107
2024
Q1 		$921K Sell
12,375
-1,280
-9% -$91.1K 0.18% 135
2023
Q4 		$960K Buy
+13,655
New +$900K 0.26% 95

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Smartleaf Asset Management's IEFA Position: Q3 2026 in Review

Smartleaf Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 34% in Q3 2026, buying an estimated $18.1M and bringing the position to 713,476 shares worth $69.5M. The position accounts for 1.99% of the portfolio, ranked #8.

Smartleaf Asset Management first reported a position in IEFA in Q4 2023 and has held it in 12 quarters since. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Smartleaf Asset Management held 713,476 shares of iShares Core MSCI EAFE ETF worth $69.5M as of Q3 2026.
  • Smartleaf Asset Management bought 182,853 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $18.1M.
  • iShares Core MSCI EAFE ETF made up 1.99% of Smartleaf Asset Management's portfolio in Q3 2026, its #8 holding.
  • Smartleaf Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.