Smith & Howard Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,100
Closed -$268K 94
2025
Q4
$268K Buy
3,100
+900
+41% +$79.6K 0.06% 69
2025
Q3
$183K Buy
+2,200
New +$187K 0.04% 81

Other funds holding IEFA

Smith & Howard Wealth Management's IEFA Position: Q2 2026 in Review

Smith & Howard Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, buying an estimated $718K and bringing the position to 421,643 shares worth $40.7M. The position accounts for 8.1% of the portfolio, ranked #3.

Smith & Howard Wealth Management first reported a position in IEFA in Q2 2018 and has held it in 33 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Smith & Howard Wealth Management held 421,643 shares of iShares Core MSCI EAFE ETF worth $40.7M as of Q2 2026.
  • Smith & Howard Wealth Management bought 7,476 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $718K.
  • iShares Core MSCI EAFE ETF made up 8.1% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Smith & Howard Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 33 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.