South Shore Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

South Shore Capital 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 Q1	$522K	Sell	5,764 -686	-11%	-$64K	0.38%	53
2025 Q4	$577K	Buy	+6,450	New	+$570K	0.42%	50
2022 Q3	–	Sell	-5,686	Closed	-$335K	–	83
2022 Q2	$335K	Buy	5,686 +1,969	+53%	+$126K	0.7%	45
2022 Q1	$258K	Buy	3,717 +35	+1%	+$2.48K	0.42%	81
2021 Q4	$275K	Sell	3,682 -342	-8%	-$25.7K	0.45%	75
2021 Q3	$299K	Sell	4,024 -205	-5%	-$15.6K	0.54%	69
2021 Q2	$317K	Buy	4,229 +693	+20%	+$52.3K	0.56%	66
2021 Q1	$255K	Buy	+3,536	New	+$253K	0.25%	107

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

South Shore Capital Advisors's IEFA Position: Q1 2026 in Review

South Shore Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2026, selling an estimated $64K and leaving 5,764 shares worth $522K. The position accounts for 0.38% of the portfolio, ranked #53.

South Shore Capital Advisors first reported a position in IEFA in Q1 2021 and has held it in 8 quarters since. The position peaked at $577K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

South Shore Capital Advisors held 5,764 shares of iShares Core MSCI EAFE ETF worth $522K as of Q1 2026.
South Shore Capital Advisors sold 686 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $64K.
iShares Core MSCI EAFE ETF made up 0.38% of South Shore Capital Advisors's portfolio in Q1 2026, its #53 holding.
South Shore Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 8 quarters since.
South Shore Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $577K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.