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Steel Grove Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Steel Grove Capital 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 		$3.04M Buy
31,349
+1,409
+5% +$139K 0.27% 32
2026
Q2 		$2.89M Buy
29,940
+925
+3% +$88.8K 0.27% 35
2026
Q1 		$2.63M Sell
29,015
-1,036
-3% -$96.7K 0.28% 36
2025
Q4 		$2.69M Buy
30,051
+3,045
+11% +$269K 0.28% 37
2025
Q3 		$2.25M Hold
27,006
– – 0.27% 40
2025
Q2 		$2.25M Buy
27,006
+422
+2% +$33.5K 0.27% 40
2025
Q1 		$2.01M Buy
26,584
+299
+1% +$22.4K 0.3% 42
2024
Q4 		$1.85M Buy
26,285
+2,989
+13% +$221K 0.25% 49
2024
Q3 		$1.82M Sell
23,296
-336
-1% -$25.2K 0.26% 58
2024
Q2 		$1.72M Sell
23,632
-6,381
-21% -$470K 0.24% 56
2024
Q1 		$2.23M Sell
30,013
-9,724
-24% -$692K 0.3% 39
2023
Q4 		$2.8M Sell
39,737
-15,862
-29% -$1.05M 0.38% 32
2023
Q3 		$3.58M Sell
55,599
-18,611
-25% -$1.25M 0.48% 29
2023
Q2 		$5.01M Sell
74,210
-7,501
-9% -$509K 0.63% 22
2023
Q1 		$5.46M Sell
81,711
-3,006
-4% -$197K 0.73% 20
2022
Q4 		$5.22M Buy
84,717
+8,444
+11% +$497K 0.74% 21
2022
Q3 		$4.02M Buy
+76,273
New +$4.48M 0.71% 12
2019
Q1 		– Sell
-428,285
Closed -$23.6M – 184
2018
Q4 		$23.6M Buy
+428,285
New +$25.1M 3.33% 2

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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
HHGA
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
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Steel Grove Capital Advisors's IEFA Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q3 2026, buying an estimated $139K and bringing the position to 31,349 shares worth $3.04M. The position accounts for 0.27% of the portfolio, ranked #32.

Steel Grove Capital Advisors first reported a position in IEFA in Q4 2018 and has held it in 18 quarters since. The position peaked at $23.6M in Q4 2018. 466 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Steel Grove Capital Advisors held 31,349 shares of iShares Core MSCI EAFE ETF worth $3.04M as of Q3 2026.
  • Steel Grove Capital Advisors bought 1,409 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $139K.
  • iShares Core MSCI EAFE ETF made up 0.27% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #32 holding.
  • Steel Grove Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 18 quarters since.
  • Steel Grove Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $23.6M in Q4 2018.
  • 466 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.