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Soltis Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Soltis Investment 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 		$4.72M Buy
48,860
+6,254
+15% +$601K 0.26% 100
2026
Q1 		$3.86M Buy
42,606
+1,899
+5% +$177K 0.24% 105
2025
Q4 		$3.64M Buy
40,707
+676
+2% +$59.8K 0.24% 98
2025
Q3 		$3.5M Buy
40,031
+98
+0.2% +$8.33K 0.24% 96
2025
Q2 		$3.33M Sell
39,933
-71
-0.2% -$5.63K 0.26% 95
2025
Q1 		$3.03M Sell
40,004
-11,947
-23% -$893K 0.27% 95
2024
Q4 		$3.65M Sell
51,951
-2,463
-5% -$182K 0.34% 84
2024
Q3 		$4.25M Buy
54,414
+256
+0.5% +$19.2K 0.42% 70
2024
Q2 		$3.93M Sell
54,158
-1,759
-3% -$129K 0.42% 74
2024
Q1 		$4.15M Buy
55,917
+1,255
+2% +$89.3K 0.46% 71
2023
Q4 		$3.85M Buy
54,662
+297
+0.5% +$19.6K 0.43% 75
2023
Q3 		$3.5M Buy
54,365
+581
+1% +$38.9K 0.45% 69
2023
Q2 		$3.63M Sell
53,784
-2,786
-5% -$189K 0.42% 71
2023
Q1 		$3.78M Sell
56,570
-13,346
-19% -$875K 0.48% 57
2022
Q4 		$4.31M Buy
69,916
+15,719
+29% +$925K 0.57% 50
2022
Q3 		$2.85M Sell
54,197
-45
-0.1% -$2.65K 0.43% 74
2022
Q2 		$3.19M Buy
54,242
+754
+1% +$48.4K 0.46% 60
2022
Q1 		$3.72M Buy
53,488
+1,065
+2% +$75.3K 0.52% 42
2021
Q4 		$3.91M Buy
52,423
+414
+0.8% +$31.1K 0.55% 37
2021
Q3 		$3.86M Sell
52,009
-388
-0.7% -$29.5K 0.6% 34
2021
Q2 		$3.92M Buy
52,397
+143
+0.3% +$10.8K 0.62% 31
2021
Q1 		$3.77M Buy
52,254
+166
+0.3% +$11.9K 0.69% 32
2020
Q4 		$3.6M Buy
52,088
+3,460
+7% +$224K 0.67% 31
2020
Q3 		$2.93M Sell
48,628
-432
-0.9% -$26.1K 0.69% 33
2020
Q2 		$2.8M Sell
49,060
-9,240
-16% -$501K 0.73% 33
2020
Q1 		$2.91M Sell
58,300
-8,873
-13% -$528K 0.9% 28
2019
Q4 		$4.38M Buy
+67,173
New +$4.26M 0.84% 29

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

Soltis Investment Advisors's IEFA Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, buying an estimated $601K and bringing the position to 48,860 shares worth $4.72M. The position accounts for 0.26% of the portfolio, ranked #100.

Soltis Investment Advisors first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Soltis Investment Advisors held 48,860 shares of iShares Core MSCI EAFE ETF worth $4.72M as of Q2 2026.
  • Soltis Investment Advisors bought 6,254 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $601K.
  • iShares Core MSCI EAFE ETF made up 0.26% of Soltis Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Soltis Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.