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Stephens Group Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stephens Group Asset Management’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 		$16M Buy
165,785
+103
+0.1% +$9.89K 0.9% 19
2026
Q1 		$15M Sell
165,682
-1,226
-0.7% -$114K 0.96% 19
2025
Q4 		$14.9M Buy
166,908
+1,352
+0.8% +$120K 1% 19
2025
Q3 		$14.5M Sell
165,556
-2,038
-1% -$173K 0.97% 19
2025
Q2 		$14M Buy
167,594
+7,885
+5% +$626K 1.01% 17
2025
Q1 		$12.1M Buy
159,709
+46,351
+41% +$3.47M 0.97% 16
2024
Q4 		$7.97M Buy
113,358
+21
+0% +$1.55K 0.66% 19
2024
Q3 		$8.85M Buy
113,337
+8,525
+8% +$638K 0.74% 19
2024
Q2 		$7.61M Buy
104,812
+696
+0.7% +$51.2K 0.69% 18
2024
Q1 		$7.73M Buy
104,116
+132
+0.1% +$9.4K 0.71% 18
2023
Q4 		$7.32M Buy
103,984
+31,535
+44% +$2.08M 0.71% 18
2023
Q3 		$4.66M Sell
72,449
-63,210
-47% -$4.23M 0.5% 17
2023
Q2 		$9.16M Buy
135,659
+54,967
+68% +$3.73M 0.9% 18
2023
Q1 		$5.39M Buy
80,692
+32
+0% +$2.1K 0.58% 18
2022
Q4 		$4.97M Buy
80,660
+162
+0.2% +$9.53K 0.57% 18
2022
Q3 		$4.24M Buy
80,498
+3,126
+4% +$184K 0.51% 18
2022
Q2 		$4.46M Sell
77,372
-18,862
-20% -$1.21M 0.52% 18
2022
Q1 		$6.69M Hold
96,234
– – 0.67% 18
2021
Q4 		$7.18M Sell
96,234
-24,552
-20% -$1.85M 0.69% 18
2021
Q3 		$8.97M Buy
120,786
+151
+0.1% +$11.5K 0.93% 16
2021
Q2 		$9.03M Buy
120,635
+7,216
+6% +$545K 0.93% 16
2021
Q1 		$8.17M Buy
113,419
+75,988
+203% +$5.43M 0.8% 16
2020
Q4 		$2.59M Sell
37,431
-1,714
-4% -$111K 0.3% 15
2020
Q3 		$2.36M Buy
39,145
+5,872
+18% +$354K 0.32% 15
2020
Q2 		$1.95M Buy
+33,273
New +$1.8M 0.3% 15
2019
Q1 		– Sell
-13,449
Closed -$740K – 17
2018
Q4 		$740K Buy
+13,449
New +$789K 0.14% 19

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

Stephens Group Asset Management's IEFA Position: Q2 2026 in Review

Stephens Group Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.06% in Q2 2026, buying an estimated $9.89K and bringing the position to 165,785 shares worth $16M. The position accounts for 0.9% of the portfolio, ranked #19.

Stephens Group Asset Management first reported a position in IEFA in Q4 2018 and has held it in 26 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Stephens Group Asset Management held 165,785 shares of iShares Core MSCI EAFE ETF worth $16M as of Q2 2026.
  • Stephens Group Asset Management bought 103 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.89K.
  • iShares Core MSCI EAFE ETF made up 0.9% of Stephens Group Asset Management's portfolio in Q2 2026, its #19 holding.
  • Stephens Group Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • 2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.