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

Sovereign Investment 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 		$31.5M Buy
326,439
+5,211
+2% +$501K 5.92% 4
2026
Q1 		$29.1M Hold
321,228
– – 6.16% 4
2025
Q4 		$28.7M Buy
321,228
+38,728
+14% +$3.42M 7.19% 3
2025
Q3 		$24.7M Hold
282,500
– – 6.73% 4
2025
Q2 		$23.6M Buy
282,500
+50,575
+22% +$4.01M 6.49% 5
2025
Q1 		$17.2M Sell
231,925
-8,050
-3% -$602K 5.99% 5
2024
Q4 		$16.9M Buy
239,975
+3,829
+2% +$282K 5.02% 6
2024
Q3 		$18.4M Buy
236,146
+4,221
+2% +$316K 6.04% 5
2024
Q2 		$16.3M Hold
231,925
– – 6.08% 5
2024
Q1 		$17.2M Hold
231,925
– – 5.94% 5
2023
Q4 		$16.3M Buy
231,925
+3,135
+1% +$207K 6.08% 5
2023
Q3 		$14.7M Sell
228,790
-8,470
-4% -$567K 5.77% 4
2023
Q2 		$16M Buy
237,260
+12,693
+6% +$861K 6.05% 4
2023
Q1 		$15M Hold
224,567
– – 5.96% 4
2022
Q4 		$13.8M Buy
224,567
+1,211
+0.5% +$71.3K 5.81% 4
2022
Q3 		$11.8M Hold
223,356
– – 5.26% 4
2022
Q2 		$13.1M Buy
223,356
+5,025
+2% +$322K 5.7% 4
2022
Q1 		$15.2M Buy
218,331
+321
+0.1% +$22.7K 5.98% 4
2021
Q4 		$16.3M Buy
218,010
+3,799
+2% +$286K 6.34% 4
2021
Q3 		$15.9M Sell
214,211
-16,800
-7% -$1.28M 6.34% 4
2021
Q2 		$17.3M Buy
231,011
+3,022
+1% +$228K 6.53% 4
2021
Q1 		$16.4M Hold
227,989
– – 6.52% 4
2020
Q4 		$15.8M Buy
227,989
+1,912
+0.8% +$124K 6.38% 4
2020
Q3 		$13.6M Hold
226,077
– – 5.34% 4
2020
Q2 		$12.9M Buy
226,077
+2,502
+1% +$136K 5.87% 5
2020
Q1 		$11.2M Hold
223,575
– – 5.77% 5
2019
Q4 		$14.6M Buy
+223,575
New +$14.2M 6.62% 4

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sovereign Investment Advisors's IEFA Position: Q2 2026 in Review

Sovereign Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, buying an estimated $501K and bringing the position to 326,439 shares worth $31.5M. The position accounts for 5.92% of the portfolio, ranked #4.

Sovereign Investment Advisors first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sovereign Investment Advisors held 326,439 shares of iShares Core MSCI EAFE ETF worth $31.5M as of Q2 2026.
  • Sovereign Investment Advisors bought 5,211 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $501K.
  • iShares Core MSCI EAFE ETF made up 5.92% of Sovereign Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Sovereign Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.