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

Southern 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 		$22.2M Buy
229,454
+18,270
+9% +$1.75M 9.25% 4
2026
Q1 		$19.1M Buy
211,184
+30,863
+17% +$2.88M 8.95% 4
2025
Q4 		$16.1M Buy
180,321
+11,410
+7% +$1.01M 7.44% 4
2025
Q3 		$14.7M Buy
168,911
+8,394
+5% +$713K 6.91% 4
2025
Q2 		$13.4M Buy
160,517
+2,584
+2% +$205K 6.85% 4
2025
Q1 		$11.9M Buy
157,933
+7,416
+5% +$555K 6.63% 4
2024
Q4 		$10.6M Sell
150,517
-29,184
-16% -$2.15M 5.85% 6
2024
Q3 		$14M Buy
179,701
+6,008
+3% +$450K 7.89% 3
2024
Q2 		$12.6M Buy
173,693
+2,518
+1% +$185K 7.76% 4
2024
Q1 		$12.7M Buy
171,175
+155,055
+962% +$11M 7.71% 4
2023
Q4 		$1.13M Buy
16,120
+2,270
+16% +$150K 0.81% 26
2023
Q3 		$891K Sell
13,850
-734
-5% -$49.1K 0.74% 27
2023
Q2 		$984K Sell
14,584
-47,909
-77% -$3.25M 0.75% 27
2023
Q1 		$4.18M Buy
62,493
+2,727
+5% +$179K 3.09% 8
2022
Q4 		$3.68M Sell
59,766
-86,195
-59% -$5.07M 2.85% 8
2022
Q3 		$7.69M Buy
145,961
+4,999
+4% +$294K 6.29% 5
2022
Q2 		$8.3M Buy
140,962
+4,395
+3% +$282K 6.58% 5
2022
Q1 		$9.49M Buy
136,567
+4,585
+3% +$324K 6.49% 5
2021
Q4 		$9.85M Buy
+131,982
New +$9.92M 6.09% 6

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Southern Capital Advisors's IEFA Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q2 2026, buying an estimated $1.75M and bringing the position to 229,454 shares worth $22.2M. The position accounts for 9.25% of the portfolio, ranked #4.

Southern Capital Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 1,263 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Southern Capital Advisors held 229,454 shares of iShares Core MSCI EAFE ETF worth $22.2M as of Q2 2026.
  • Southern Capital Advisors bought 18,270 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.75M.
  • iShares Core MSCI EAFE ETF made up 9.25% of Southern Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Southern Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,263 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.