Sound Income Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $667K | Buy |
6,908
+7
| +0.1% | +$672 | 0.03% | 251 |
|
|
2026
Q1 | $634K | Buy |
6,901
+795
| +13% | +$74.2K | 0.03% | 222 |
|
|
2025
Q4 | $566K | Buy |
6,106
+761
| +14% | +$67.3K | 0.03% | 231 |
|
|
2025
Q3 | $469K | Sell |
5,345
-522
| -9% | -$44.4K | 0.03% | 193 |
|
|
2025
Q2 | $490K | Buy |
5,867
+118
| +2% | +$9.37K | 0.03% | 186 |
|
|
2025
Q1 | $435K | Sell |
5,749
-95
| -2% | -$7.1K | 0.03% | 193 |
|
|
2024
Q4 | $411K | Buy |
5,844
+16
| +0.3% | +$1.18K | 0.03% | 176 |
|
|
2024
Q3 | $455K | Buy |
5,828
+915
| +19% | +$68.5K | 0.03% | 166 |
|
|
2024
Q2 | $357K | Buy |
4,913
+44
| +0.9% | +$3.24K | 0.02% | 178 |
|
|
2024
Q1 | $361K | Buy |
4,869
+2,589
| +114% | +$184K | 0.03% | 173 |
|
|
2023
Q4 | $160K | Buy |
2,280
+1,737
| +320% | +$114K | 0.01% | 221 |
|
|
2023
Q3 | $34.9K | Buy |
543
+475
| +699% | +$31.8K | ﹤0.01% | 343 |
|
|
2023
Q2 | $4.57K | Sell |
68
-354
| -84% | -$24K | ﹤0.01% | 754 |
|
|
2023
Q1 | $28.2K | Buy |
422
+185
| +78% | +$12.1K | ﹤0.01% | 365 |
|
|
2022
Q4 | $14.6K | Sell |
237
-229
| -49% | -$13.5K | ﹤0.01% | 446 |
|
|
2022
Q3 | $25K | Sell |
466
-1,657
| -78% | -$97.4K | ﹤0.01% | 325 |
|
|
2022
Q2 | $125K | Buy |
2,123
+1,894
| +827% | +$122K | 0.02% | 154 |
|
|
2022
Q1 | $16K | Sell |
229
-88
| -28% | -$6.22K | ﹤0.01% | 389 |
|
|
2021
Q4 | $24K | Buy |
+317
| New | +$23.8K | ﹤0.01% | 337 |
|
|
2021
Q3 | – | Sell |
-92
| Closed | -$7K | – | 864 |
|
|
2021
Q2 | $7K | Sell |
92
-20
| -18% | -$1.51K | ﹤0.01% | 544 |
|
|
2021
Q1 | $8.09K | Buy |
112
+92
| +460% | +$6.58K | ﹤0.01% | 540 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 786 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 743 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 703 |
|
|
2020
Q1 | $1K | Sell |
20
-92
| -82% | -$5.47K | ﹤0.01% | 665 |
|
|
2019
Q4 | $7K | Buy |
112
+92
| +460% | +$5.83K | ﹤0.01% | 398 |
|
|
2019
Q3 | $1K | Sell |
20
-34
| -63% | -$2.05K | ﹤0.01% | 594 |
|
|
2019
Q2 | $3K | Buy |
54
+22
| +69% | +$1.35K | ﹤0.01% | 505 |
|
|
2019
Q1 | $2K | Sell |
32
-125
| -80% | -$7.38K | ﹤0.01% | 549 |
|
|
2018
Q4 | $9K | Sell |
157
-27
| -15% | -$1.58K | ﹤0.01% | 348 |
|
|
2018
Q3 | $12K | Sell |
184
-82
| -31% | -$5.23K | 0.01% | 314 |
|
|
2018
Q2 | $17K | Sell |
266
-75
| -22% | -$4.96K | 0.01% | 234 |
|
|
2018
Q1 | $22K | Buy |
+341
| New | +$22.9K | 0.01% | 186 |
|
Other funds holding IEFA
TWIM
TCIIS
Sound Income Strategies's IEFA Position: Q2 2026 in Review
Sound Income Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.1% in Q2 2026, buying an estimated $672 and bringing the position to 6,908 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #251.
Sound Income Strategies first reported a position in IEFA in Q1 2018 and has held it in 33 quarters since. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Sound Income Strategies held 6,908 shares of iShares Core MSCI EAFE ETF worth $667K as of Q2 2026.
- Sound Income Strategies bought 7 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $672.
- iShares Core MSCI EAFE ETF made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #251 holding.
- Sound Income Strategies first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
- 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.