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

Sovran 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	$506K	Buy	5,228 +306	+6%	+$29.4K	0.04%	380
2026 Q1	$470K	Buy	4,922 +491	+11%	+$45.8K	0.04%	375
2025 Q4	$410K	Buy	4,431 +562	+15%	+$49.7K	0.03%	392
2025 Q3	$342K	Buy	3,869 +478	+14%	+$40.6K	0.03%	410
2025 Q2	$282K	Sell	3,391 -95	-3%	-$7.54K	0.03%	411
2025 Q1	$263K	Sell	3,486 -4,816	-58%	-$360K	0.03%	403
2024 Q4	$579K	Buy	+8,302	New	+$612K	0.08%	235

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

Sovran Advisors's IEFA Position: Q2 2026 in Review

Sovran Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2026, buying an estimated $29.4K and bringing the position to 5,228 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #380.

Sovran Advisors first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q4 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sovran Advisors held 5,228 shares of iShares Core MSCI EAFE ETF worth $506K as of Q2 2026.
Sovran Advisors bought 306 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $29.4K.
iShares Core MSCI EAFE ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #380 holding.
Sovran Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares Core MSCI EAFE ETF position peaked at $579K in Q4 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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