St. Clair Advisors
IEFA icon

St. Clair Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

St. Clair 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
Q3 		$22.2M Buy
228,636
+3,220
+1% +$318K 5.51% 5
2026
Q2 		$21.8M Buy
225,416
+85,957
+62% +$8.26M 5.6% 4
2026
Q1 		$12.6M Buy
139,459
+64,616
+86% +$6.03M 3.36% 7
2025
Q4 		$6.7M Buy
74,843
+625
+0.8% +$55.3K 1.73% 9
2025
Q3 		$6.48M Buy
74,218
+575
+0.8% +$48.9K 1.72% 8
2025
Q2 		$6.15M Buy
73,643
+802
+1% +$63.7K 1.61% 9
2025
Q1 		$5.51M Buy
+72,841
New +$5.45M 1.54% 9
2022
Q4 		– Sell
-82,574
Closed -$4.35M – 62
2022
Q3 		$4.35M Sell
82,574
-2,011
-2% -$118K 3.48% 3
2022
Q2 		$4.98M Buy
84,585
+833
+1% +$53.4K 4.03% 3
2022
Q1 		$5.82M Buy
83,752
+23,629
+39% +$1.67M 3.96% 3
2021
Q4 		$4.49M Buy
60,123
+6,129
+11% +$461K 2.58% 7
2021
Q3 		$4.01M Buy
53,994
+12,072
+29% +$918K 2.78% 5
2021
Q2 		$3.14M Sell
41,922
-3,738
-8% -$282K 2.35% 6
2021
Q1 		$3.29M Buy
45,660
+30,882
+209% +$2.21M 2.63% 5
2020
Q4 		$1.02M Buy
+14,778
New +$956K 0.96% 12

Other funds holding IEFA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

St. Clair Advisors's IEFA Position: Q3 2026 in Review

St. Clair Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q3 2026, buying an estimated $318K and bringing the position to 228,636 shares worth $22.2M. The position accounts for 5.51% of the portfolio, ranked #5.

St. Clair Advisors first reported a position in IEFA in Q4 2020 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • St. Clair Advisors held 228,636 shares of iShares Core MSCI EAFE ETF worth $22.2M as of Q3 2026.
  • St. Clair Advisors bought 3,220 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $318K.
  • iShares Core MSCI EAFE ETF made up 5.51% of St. Clair Advisors's portfolio in Q3 2026, its #5 holding.
  • St. Clair Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 15 quarters since.
  • 722 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.