Stash Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stash Investments’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	$52.5M	Buy	544,042 +31,433	+6%	+$3.02M	16.94%	2
2026 Q1	$46.4M	Buy	512,609 +10,849	+2%	+$1.01M	17.99%	2
2025 Q4	$44.9M	Buy	501,760 +21,689	+5%	+$1.92M	17.99%	2
2025 Q3	$41.9M	Buy	480,071 +19,847	+4%	+$1.69M	18.03%	2
2025 Q2	$38.4M	Buy	460,224 +16,346	+4%	+$1.3M	18.23%	2
2025 Q1	$33.6M	Sell	443,878 -4,382	-1%	-$328K	17.98%	4
2024 Q4	$31.5M	Buy	448,260 +64,232	+17%	+$4.74M	17.79%	4
2024 Q3	$30M	Buy	384,028 +17,588	+5%	+$1.32M	17.69%	3
2024 Q2	$26.6M	Buy	366,440 +34,507	+10%	+$2.54M	17.55%	4
2024 Q1	$24.6M	Buy	331,933 +21,571	+7%	+$1.54M	17.62%	4
2023 Q4	$21.8M	Buy	+310,362	New	+$20.5M	17.75%	4

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

Stash Investments's IEFA Position: Q2 2026 in Review

Stash Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q2 2026, buying an estimated $3.02M and bringing the position to 544,042 shares worth $52.5M. The position accounts for 16.94% of the portfolio, ranked #2.

Stash Investments first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Stash Investments held 544,042 shares of iShares Core MSCI EAFE ETF worth $52.5M as of Q2 2026.
Stash Investments bought 31,433 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.02M.
iShares Core MSCI EAFE ETF made up 16.94% of Stash Investments's portfolio in Q2 2026, its #2 holding.
Stash Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Stash Investments's 13F filing for Q2 2026, filed 29 Jul 2026.