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 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

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

St. Clair Advisors's IEFA Position: Q2 2026 in Review

St. Clair Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 62% in Q2 2026, buying an estimated $8.26M and bringing the position to 225,416 shares worth $21.8M. The position accounts for 5.6% of the portfolio, ranked #4.

St. Clair Advisors first reported a position in IEFA in Q4 2020 and has held it in 14 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

St. Clair Advisors held 225,416 shares of iShares Core MSCI EAFE ETF worth $21.8M as of Q2 2026.
St. Clair Advisors bought 85,957 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.26M.
iShares Core MSCI EAFE ETF made up 5.6% of St. Clair Advisors's portfolio in Q2 2026, its #4 holding.
St. Clair Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 14 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.