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

SoundView 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 Q3	$5.97M	Sell	61,584 -1,095	-2%	-$108K	1.91%	10
2026 Q2	$6.05M	Buy	62,679 +97	+0.2%	+$9.32K	1.97%	10
2026 Q1	$5.66M	Sell	62,582 -1,495	-2%	-$140K	2.02%	10
2025 Q4	$5.73M	Buy	+64,077	New	+$5.67M	2%	10
2025 Q3	–	Sell	-65,755	Closed	-$5.49M	–	29
2025 Q2	$5.49M	Buy	65,755 +946	+1%	+$75.1K	2.02%	11
2025 Q1	$4.9M	Sell	64,809 -332	-0.5%	-$24.8K	2.02%	10
2024 Q4	$4.58M	Buy	+65,141	New	+$4.81M	1.89%	12

Other funds holding IEFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

SoundView Advisors's IEFA Position: Q3 2026 in Review

SoundView Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q3 2026, selling an estimated $108K and leaving 61,584 shares worth $5.97M. The position accounts for 1.91% of the portfolio, ranked #10.

SoundView Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.05M in Q2 2026. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

SoundView Advisors held 61,584 shares of iShares Core MSCI EAFE ETF worth $5.97M as of Q3 2026.
SoundView Advisors sold 1,095 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $108K.
iShares Core MSCI EAFE ETF made up 1.91% of SoundView Advisors's portfolio in Q3 2026, its #10 holding.
SoundView Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
SoundView Advisors's iShares Core MSCI EAFE ETF position peaked at $6.05M in Q2 2026.
1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on SoundView Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.