Sowell Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.8M | Buy |
246,223
+2,622
| +1% | +$252K | 0.78% | 18 |
|
|
2026
Q1 | $22.1M | Buy |
243,601
+4,822
| +2% | +$450K | 0.82% | 16 |
|
|
2025
Q4 | $21.4M | Buy |
238,779
+5,612
| +2% | +$496K | 0.78% | 18 |
|
|
2025
Q3 | $20.4M | Buy |
233,167
+8,100
| +4% | +$688K | 0.78% | 19 |
|
|
2025
Q2 | $18.8M | Buy |
225,067
+9,989
| +5% | +$793K | 0.77% | 20 |
|
|
2025
Q1 | $16.3M | Buy |
215,078
+5,757
| +3% | +$430K | 0.74% | 19 |
|
|
2024
Q4 | $14.7M | Buy |
209,321
+27,883
| +15% | +$2.06M | 0.77% | 22 |
|
|
2024
Q3 | $14.2M | Buy |
181,438
+745
| +0.4% | +$55.8K | 0.66% | 26 |
|
|
2024
Q2 | $13.1M | Buy |
180,693
+16,280
| +10% | +$1.2M | 0.63% | 29 |
|
|
2024
Q1 | $12.2M | Sell |
164,413
-499
| -0.3% | -$35.5K | 0.58% | 36 |
|
|
2023
Q4 | $11.6M | Buy |
164,912
+103,340
| +168% | +$6.81M | 0.63% | 30 |
|
|
2023
Q3 | $3.96M | Buy |
61,572
+3,085
| +5% | +$207K | 0.25% | 108 |
|
|
2023
Q2 | $3.95M | Buy |
58,487
+16,026
| +38% | +$1.09M | 0.22% | 107 |
|
|
2023
Q1 | $2.84M | Sell |
42,461
-32,525
| -43% | -$2.13M | 0.22% | 109 |
|
|
2022
Q4 | $4.62M | Sell |
74,986
-85
| -0.1% | -$5K | 0.3% | 83 |
|
|
2022
Q3 | $3.95M | Buy |
+75,071
| New | +$4.41M | 0.4% | 64 |
|
|
2022
Q1 | – | Sell |
-116,596
| Closed | -$8.71M | – | 316 |
|
|
2021
Q4 | $8.71M | Buy |
116,596
+10,721
| +10% | +$806K | 0.5% | 38 |
|
|
2021
Q3 | $7.86M | Buy |
105,875
+2,617
| +3% | +$199K | 0.53% | 41 |
|
|
2021
Q2 | $7.73M | Sell |
103,258
-21,057
| -17% | -$1.59M | 0.51% | 42 |
|
|
2021
Q1 | $9.4M | Buy |
124,315
+2,932
| +2% | +$210K | 0.33% | 65 |
|
|
2020
Q4 | $8.39M | Buy |
121,383
+12,746
| +12% | +$824K | 0.36% | 62 |
|
|
2020
Q3 | $6.55M | Buy |
108,637
+30,094
| +38% | +$1.82M | 0.33% | 69 |
|
|
2020
Q2 | $4.49M | Sell |
78,543
-11,046
| -12% | -$599K | 0.25% | 91 |
|
|
2020
Q1 | $4.47M | Buy |
89,589
+29,447
| +49% | +$1.75M | 0.33% | 77 |
|
|
2019
Q4 | $3.92M | Sell |
60,142
-80,733
| -57% | -$5.12M | 0.3% | 68 |
|
|
2019
Q3 | $8.6M | Buy |
+140,875
| New | +$8.5M | 0.71% | 30 |
|
|
2019
Q1 | $7.38M | Sell |
121,489
-14,752
| -11% | -$871K | 0.82% | 28 |
|
|
2018
Q4 | $7.49M | Buy |
+136,241
| New | +$7.99M | 1.06% | 17 |
|
|
2018
Q3 | – | Sell |
-142,359
| Closed | -$8.92M | – | 400 |
|
|
2018
Q2 | $8.92M | Buy |
142,359
+7,396
| +5% | +$490K | 1.89% | 7 |
|
|
2018
Q1 | $8.97M | Buy |
134,963
+12,800
| +10% | +$860K | 2.24% | 6 |
|
|
2017
Q4 | $8.47M | Sell |
122,163
-3,670
| -3% | -$239K | 2.07% | 6 |
|
|
2017
Q3 | $8.22M | Buy |
125,833
+7,967
| +7% | +$498K | 2.14% | 6 |
|
|
2017
Q2 | $7.4M | Buy |
117,866
+14,130
| +14% | +$853K | 2.1% | 6 |
|
|
2017
Q1 | $6.41M | Buy |
103,736
+45,675
| +79% | +$2.57M | 1.89% | 6 |
|
|
2016
Q4 | $3.27M | Buy |
+58,061
| New | +$3.12M | 1.09% | 23 |
|
Other funds holding IEFA
Sowell Financial Services's IEFA Position: Q2 2026 in Review
Sowell Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $252K and bringing the position to 246,223 shares worth $23.8M. The position accounts for 0.78% of the portfolio, ranked #18.
Sowell Financial Services first reported a position in IEFA in Q4 2016 and has held it in 35 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Sowell Financial Services held 246,223 shares of iShares Core MSCI EAFE ETF worth $23.8M as of Q2 2026.
- Sowell Financial Services bought 2,622 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $252K.
- iShares Core MSCI EAFE ETF made up 0.78% of Sowell Financial Services's portfolio in Q2 2026, its #18 holding.
- Sowell Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 35 quarters since.
- 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.