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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
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 		$4.45M Buy
59,863
+1,312
+2% +$99.8K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Smith Shellnut Wilson's IEFA Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.7% in Q2 2026, selling an estimated $433K and leaving 54,113 shares worth $5.23M. The position accounts for 1.95% of the portfolio, ranked #15.

Smith Shellnut Wilson first reported a position in IEFA in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.31M in Q1 2026. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Smith Shellnut Wilson held 54,113 shares of iShares Core MSCI EAFE ETF worth $5.23M as of Q2 2026.
  • Smith Shellnut Wilson sold 4,509 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $433K.
  • iShares Core MSCI EAFE ETF made up 1.95% of Smith Shellnut Wilson's portfolio in Q2 2026, its #15 holding.
  • Smith Shellnut Wilson first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • Smith Shellnut Wilson's iShares Core MSCI EAFE ETF position peaked at $5.31M in Q1 2026.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.