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 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

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

Smartleaf Asset Management's IEFA Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 530,623 shares worth $51.1M. The position accounts for 1.66% of the portfolio, ranked #10.

Smartleaf Asset Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Smartleaf Asset Management held 530,623 shares of iShares Core MSCI EAFE ETF worth $51.1M as of Q2 2026.
Smartleaf Asset Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 1.66% of Smartleaf Asset Management's portfolio in Q2 2026, its #10 holding.
Smartleaf Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.