Smith Thornton Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smith Thornton Advisors’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	$685K	Sell	7,120 -104	-1%	-$9.99K	0.3%	70
2026 Q1	$654K	Hold	7,224	–	–	0.33%	69
2025 Q4	$646K	Sell	7,224 -6	-0.1%	-$531	0.33%	69
2025 Q3	$631K	Buy	7,230 +260	+4%	+$22.1K	0.33%	70
2025 Q2	$582K	Hold	6,970	–	–	0.33%	71
2025 Q1	$527K	Hold	6,970	–	–	0.33%	70
2024 Q4	$490K	Buy	6,970 +455	+7%	+$33.6K	0.31%	80
2024 Q3	$509K	Hold	6,515	–	–	0.33%	80
2024 Q2	$473K	Buy	+6,515	New	+$479K	0.35%	75

Other funds holding IEFA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Smith Thornton Advisors's IEFA Position: Q2 2026 in Review

Smith Thornton Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, selling an estimated $9.99K and leaving 7,120 shares worth $685K. The position accounts for 0.3% of the portfolio, ranked #70.

Smith Thornton Advisors first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Smith Thornton Advisors held 7,120 shares of iShares Core MSCI EAFE ETF worth $685K as of Q2 2026.
Smith Thornton Advisors sold 104 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.99K.
iShares Core MSCI EAFE ETF made up 0.3% of Smith Thornton Advisors's portfolio in Q2 2026, its #70 holding.
Smith Thornton Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.