Steigerwald Gordon & Koch’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Steigerwald Gordon & Koch’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	$364K	Hold	3,773	–	–	0.04%	107
2026 Q1	$342K	Hold	3,773	–	–	0.04%	103
2025 Q4	$338K	Hold	3,773	–	–	0.03%	107
2025 Q3	$329K	Hold	3,773	–	–	0.03%	105
2025 Q2	$315K	Sell	3,773 -225	-6%	-$17.9K	0.03%	101
2025 Q1	$302K	Buy	3,998 +181	+5%	+$13.5K	0.03%	100
2024 Q4	$268K	Hold	3,817	–	–	0.03%	105
2024 Q3	$298K	Buy	+3,817	New	+$286K	0.03%	103

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

Steigerwald Gordon & Koch's IEFA Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,773 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #107.

Steigerwald Gordon & Koch first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Steigerwald Gordon & Koch held 3,773 shares of iShares Core MSCI EAFE ETF worth $364K as of Q2 2026.
Steigerwald Gordon & Koch left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.04% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #107 holding.
Steigerwald Gordon & Koch first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.