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

Smith Salley Wealth 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	$11.6M	Buy	119,957 +3,175	+3%	+$305K	0.5%	55
2026 Q1	$10.6M	Buy	116,782 +4,369	+4%	+$408K	0.53%	53
2025 Q4	$10.1M	Buy	112,413 +664	+0.6%	+$58.7K	0.5%	53
2025 Q3	$9.76M	Sell	111,749 -907	-0.8%	-$77.1K	0.5%	50
2025 Q2	$9.4M	Buy	112,656 +973	+0.9%	+$77.2K	0.54%	47
2025 Q1	$8.45M	Buy	111,683 +9,391	+9%	+$702K	0.55%	49
2024 Q4	$7.19M	Sell	102,292 -4,452	-4%	-$328K	0.46%	51
2024 Q3	$8.33M	Buy	106,744 +2,000	+2%	+$150K	0.54%	49
2024 Q2	$7.61M	Sell	104,744 -674	-0.6%	-$49.6K	0.55%	49
2024 Q1	$7.82M	Sell	105,418 -190	-0.2%	-$13.5K	0.61%	48
2023 Q4	$7.43M	Sell	105,608 -475	-0.4%	-$31.3K	0.48%	53
2023 Q3	$6.83M	Buy	106,083 +1,657	+2%	+$111K	0.51%	54
2023 Q2	$7.05M	Buy	104,426 +6,692	+7%	+$454K	0.52%	52
2023 Q1	$6.53M	Sell	97,734 -17,193	-15%	-$1.13M	0.52%	53
2022 Q4	$7.08M	Buy	114,927 +1,054	+0.9%	+$62K	0.61%	51
2022 Q3	$6M	Sell	113,873 -4,512	-4%	-$265K	0.56%	51
2022 Q2	$6.97M	Buy	118,385 +10,877	+10%	+$698K	0.6%	52
2022 Q1	$7.47M	Sell	107,508 -9,241	-8%	-$654K	0.56%	51
2021 Q4	$8.71M	Buy	116,749 +8,407	+8%	+$632K	0.62%	48
2021 Q3	$8.04M	Buy	108,342 +17,974	+20%	+$1.37M	0.63%	45
2021 Q2	$6.76M	Buy	90,368 +8,912	+11%	+$673K	0.55%	51
2021 Q1	$5.87M	Buy	81,456 +24,986	+44%	+$1.79M	0.53%	54
2020 Q4	$3.9M	Buy	56,470 +427	+0.8%	+$27.6K	0.4%	60
2020 Q3	$3.38M	Buy	56,043 +3,212	+6%	+$194K	0.41%	63
2020 Q2	$3.02M	Sell	52,831 -429	-0.8%	-$23.2K	0.4%	66
2020 Q1	$2.66M	Buy	53,260 +1,874	+4%	+$112K	0.44%	63
2019 Q4	$3.35M	Buy	51,386 +15,121	+42%	+$959K	0.44%	66
2019 Q3	$2.21M	Buy	36,265 +2,087	+6%	+$126K	0.31%	78
2019 Q2	$2.1M	Sell	34,178 -128	-0.4%	-$7.84K	0.32%	78
2019 Q1	$2.08M	Buy	34,306 +1,542	+5%	+$91K	0.34%	74
2018 Q4	$1.8M	Sell	32,764 -4,909	-13%	-$288K	0.33%	77
2018 Q3	$2.41M	Buy	37,673 +2,376	+7%	+$151K	0.38%	72
2018 Q2	$2.24M	Buy	35,297 +13,074	+59%	+$865K	0.38%	76
2018 Q1	$1.46M	Buy	22,223 +1,623	+8%	+$109K	0.26%	82
2017 Q4	$1.36M	Buy	20,600 +16,687	+426%	+$1.09M	0.24%	86
2017 Q3	$251K	Buy	+3,913	New	+$245K	0.05%	149

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Smith Salley Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q2 2026, buying an estimated $305K and bringing the position to 119,957 shares worth $11.6M. The position accounts for 0.5% of the portfolio, ranked #55.

Smith Salley Wealth Management first reported a position in IEFA in Q3 2017 and has held it in 36 quarters since. 792 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Smith Salley Wealth Management held 119,957 shares of iShares Core MSCI EAFE ETF worth $11.6M as of Q2 2026.
Smith Salley Wealth Management bought 3,175 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $305K.
iShares Core MSCI EAFE ETF made up 0.5% of Smith Salley Wealth Management's portfolio in Q2 2026, its #55 holding.
Smith Salley Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 36 quarters since.
792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.