Smithbridge Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smithbridge Asset 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	$12.3M	Buy	127,511 +8,723	+7%	+$838K	1.68%	20
2026 Q1	$10.8M	Sell	118,788 -92,195	-44%	-$8.6M	1.6%	22
2025 Q4	$18.9M	Buy	210,983 +106,856	+103%	+$9.45M	1.61%	22
2025 Q3	$9.09M	Buy	104,127 +6,276	+6%	+$533K	1.32%	30
2025 Q2	$8.17M	Buy	97,851 +6,435	+7%	+$511K	1.43%	27
2025 Q1	$6.92M	Buy	+91,416	New	+$6.84M	1.28%	29

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Smithbridge Asset Management's IEFA Position: Q2 2026 in Review

Smithbridge Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.3% in Q2 2026, buying an estimated $838K and bringing the position to 127,511 shares worth $12.3M. The position accounts for 1.68% of the portfolio, ranked #20.

Smithbridge Asset Management first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.9M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Smithbridge Asset Management held 127,511 shares of iShares Core MSCI EAFE ETF worth $12.3M as of Q2 2026.
Smithbridge Asset Management bought 8,723 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $838K.
iShares Core MSCI EAFE ETF made up 1.68% of Smithbridge Asset Management's portfolio in Q2 2026, its #20 holding.
Smithbridge Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Smithbridge Asset Management's iShares Core MSCI EAFE ETF position peaked at $18.9M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.