Smith Shellnut Wilson
IEFA icon

Smith Shellnut Wilson’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smith Shellnut Wilson’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 		$5.24M Hold
54,113
– – 2% 13
2026
Q2 		$5.23M Sell
54,113
-4,509
-8% -$433K 1.95% 15
2026
Q1 		$5.31M Sell
58,622
-366
-0.6% -$34.2K 2.32% 10
2025
Q4 		$5.28M Sell
58,988
-55
-0.1% -$4.86K 2.02% 10
2025
Q3 		$5.16M Buy
59,043
+2,848
+5% +$242K 1.98% 11
2025
Q2 		$4.69M Hold
56,195
– – 2.03% 11
2025
Q1 		$4.25M Sell
56,195
-248
-0.4% -$18.5K 1.95% 10
2024
Q4 		$3.97M Buy
56,443
+545
+1% +$40.2K 1.76% 11
2024
Q3 		$4.36M Sell
55,898
-221
-0.4% -$16.5K 1.97% 12
2024
Q2 		$4.08M Buy
56,119
+66
+0.1% +$4.86K 1.98% 12
2024
Q1 		$4.16M Sell
56,053
-11
-0% -$783 2.21% 11
2023
Q4 		$3.94M Sell
56,064
-1,884
-3% -$124K 2.26% 11
2023
Q3 		$3.73M Sell
57,948
-2,210
-4% -$148K 2.28% 11
2023
Q2 		$4.06M Sell
60,158
-1,406
-2% -$95.3K 2.29% 12
2023
Q1 		$4.12M Sell
61,564
-72
-0.1% -$4.72K 2.5% 10
2022
Q4 		$3.8M Sell
61,636
-2,527
-4% -$149K 2.35% 13
2022
Q3 		$3.38M Buy
64,163
+3,747
+6% +$220K 2.25% 14
2022
Q2 		$3.56M Buy
60,416
+737
+1% +$47.3K 2.2% 14
2022
Q1 		$4.15M Sell
59,679
-611
-1% -$43.2K 2.17% 12
2021
Q4 		$4.5M Buy
60,290
+427
+0.7% +$32.1K 2.23% 9
2021
Q3 		$4.44M Buy
59,863
+1,312
+2% +$100K 2.57% 8
2021
Q2 		$4.38M Buy
58,551
+8,422
+17% +$636K 2.55% 9
2021
Q1 		$3.61M Buy
50,129
+1,578
+3% +$113K 2.21% 10
2020
Q4 		$3.35M Buy
48,551
+749
+2% +$48.4K 2% 17
2020
Q3 		$2.88M Buy
47,802
+15
+0% +$905 1.08% 22
2020
Q2 		$2.73M Buy
47,787
+198
+0.4% +$10.7K 1.96% 16
2020
Q1 		$2.37M Buy
47,589
+6,561
+16% +$390K 1.99% 12
2019
Q4 		$2.68M Buy
41,028
+986
+2% +$62.5K 1.78% 18
2019
Q3 		$2.44M Sell
40,042
-5,336
-12% -$322K 1.81% 17
2019
Q2 		$2.79M Buy
45,378
+12,685
+39% +$777K 2.09% 14
2019
Q1 		$1.99M Buy
+32,693
New +$1.93M 1.57% 19

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Smith Shellnut Wilson's IEFA Position: Q3 2026 in Review

Smith Shellnut Wilson held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 54,113 shares worth $5.24M. The position accounts for 2% of the portfolio, ranked #13.

Smith Shellnut Wilson first reported a position in IEFA in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.31M in Q1 2026. 1,475 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Smith Shellnut Wilson held 54,113 shares of iShares Core MSCI EAFE ETF worth $5.24M as of Q3 2026.
  • Smith Shellnut Wilson left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 2% of Smith Shellnut Wilson's portfolio in Q3 2026, its #13 holding.
  • Smith Shellnut Wilson first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 31 quarters since.
  • Smith Shellnut Wilson's iShares Core MSCI EAFE ETF position peaked at $5.31M in Q1 2026.
  • 1,475 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Smith Shellnut Wilson's 13F filing for Q3 2026, filed 21 Oct 2026.