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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Steel Grove Capital Advisors's IEFA Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, buying an estimated $88.8K and bringing the position to 29,940 shares worth $2.89M. The position accounts for 0.27% of the portfolio, ranked #35.

Steel Grove Capital Advisors first reported a position in IEFA in Q4 2018 and has held it in 17 quarters since. The position peaked at $23.6M in Q4 2018. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Steel Grove Capital Advisors held 29,940 shares of iShares Core MSCI EAFE ETF worth $2.89M as of Q2 2026.
  • Steel Grove Capital Advisors bought 925 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $88.8K.
  • iShares Core MSCI EAFE ETF made up 0.27% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Steel Grove Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 17 quarters since.
  • Steel Grove Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $23.6M in Q4 2018.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.