Sonata Capital Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sonata Capital Group’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	$582K	Buy	+6,021	New	+$578K	0.19%	75

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Sonata Capital Group's IEFA Position: Q2 2026 in Review

Sonata Capital Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 6,021 shares worth $582K. The stake represents 0.19% of the portfolio and ranks #75 among its holdings.

1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sonata Capital Group held 6,021 shares of iShares Core MSCI EAFE ETF worth $582K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Sonata Capital Group position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.19% of Sonata Capital Group's portfolio in Q2 2026, its #75 holding.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.