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 Q2	$586K	Buy	6,068 +304	+5%	+$29.2K	0.39%	57
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

South Shore Capital Advisors's IEFA Position: Q2 2026 in Review

South Shore Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 6,068 shares worth $586K. The position accounts for 0.39% of the portfolio, ranked #57.

South Shore Capital Advisors first reported a position in IEFA in Q1 2021 and has held it in 9 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

South Shore Capital Advisors held 6,068 shares of iShares Core MSCI EAFE ETF worth $586K as of Q2 2026.
South Shore Capital Advisors bought 304 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $29.2K.
iShares Core MSCI EAFE ETF made up 0.39% of South Shore Capital Advisors's portfolio in Q2 2026, its #57 holding.
South Shore Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 9 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.