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Sterling Investment Advisors (Missouri)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$39.8M Buy
412,090
+8,272
+2% +$795K 17.88% 1
2026
Q1 		$36.6M Sell
403,818
-10,666
-3% -$995K 17.54% 1
2025
Q4 		$37.1M Buy
414,484
+6,659
+2% +$589K 17.95% 1
2025
Q3 		$35.6M Sell
407,825
-16,264
-4% -$1.38M 17.63% 1
2025
Q2 		$35.4M Sell
424,089
-17,733
-4% -$1.41M 18.43% 1
2025
Q1 		$33.4M Sell
441,822
-5,968
-1% -$446K 18.81% 1
2024
Q4 		$31.5M Buy
447,790
+17,925
+4% +$1.32M 18.39% 1
2024
Q3 		$33.6M Buy
429,865
+6,919
+2% +$518K 18.87% 1
2024
Q2 		$30.7M Sell
422,946
-11,500
-3% -$846K 18.75% 1
2024
Q1 		$32.2M Sell
434,446
-5,053
-1% -$360K 18.9% 1
2023
Q4 		$30.9M Sell
439,499
-20,894
-5% -$1.38M 19.17% 1
2023
Q3 		$29.6M Buy
460,393
+14,910
+3% +$998K 18.89% 1
2023
Q2 		$30.1M Sell
445,483
-12,114
-3% -$822K 19.13% 1
2023
Q1 		$30.6M Sell
457,597
-26,389
-5% -$1.73M 19.8% 1
2022
Q4 		$29.8M Buy
483,986
+1,841
+0.4% +$108K 20.4% 1
2022
Q3 		$25.4M Sell
482,145
-4,958
-1% -$292K 19.05% 1
2022
Q2 		$28.7M Buy
487,103
+8,556
+2% +$549K 19.68% 1
2022
Q1 		$33.3M Buy
478,547
+17,337
+4% +$1.23M 19.68% 1
2021
Q4 		$34.4M Buy
461,210
+24,440
+6% +$1.84M 19.6% 1
2021
Q3 		$32.4M Buy
436,770
+12,656
+3% +$963K 19.46% 1
2021
Q2 		$31.7M Buy
424,114
+13,476
+3% +$1.02M 19.22% 1
2021
Q1 		$29.6M Buy
410,638
+7,524
+2% +$538K 18.75% 1
2020
Q4 		$27.9M Buy
403,114
+3,239
+0.8% +$209K 18.45% 1
2020
Q3 		$24.1M Sell
399,875
-4,176
-1% -$252K 18.4% 1
2020
Q2 		$23.1M Buy
404,051
+37,243
+10% +$2.02M 18.53% 1
2020
Q1 		$18.3M Buy
366,808
+18,591
+5% +$1.11M 16.93% 1
2019
Q4 		$22.7M Buy
348,217
+2,515
+0.7% +$160K 17.47% 1
2019
Q3 		$21.1M Buy
345,702
+3,512
+1% +$212K 16.76% 1
2019
Q2 		$21M Buy
342,190
+4,878
+1% +$299K 16.74% 1
2019
Q1 		$20.5M Buy
337,312
+6,263
+2% +$370K 16.75% 1
2018
Q4 		$18.2M Buy
331,049
+21,793
+7% +$1.28M 16.19% 1
2018
Q3 		$19.8M Buy
309,256
+11,943
+4% +$761K 16.18% 1
2018
Q2 		$18.8M Buy
297,313
+976
+0.3% +$64.6K 15.9% 1
2018
Q1 		$19.5M Sell
296,337
-4,260
-1% -$286K 16.11% 1
2017
Q4 		$19.9M Sell
300,597
-1,829
-0.6% -$119K 16.42% 1
2017
Q3 		$19.4M Buy
302,426
+4,713
+2% +$295K 16.51% 1
2017
Q2 		$18.1M Sell
297,713
-5,849
-2% -$353K 16.54% 1
2017
Q1 		$17.6M Buy
303,562
+9,931
+3% +$558K 16.84% 1
2016
Q4 		$15.7M Buy
293,631
+12,266
+4% +$658K 16.21% 1
2016
Q3 		$15.5M Sell
281,365
-1,847
-0.7% -$99.7K 15.87% 1
2016
Q2 		$14.7M Buy
283,212
+16,275
+6% +$870K 15.05% 1
2016
Q1 		$14.2M Buy
266,937
+11,000
+4% +$561K 14.96% 1
2015
Q4 		$13.9M Buy
255,937
+26,305
+11% +$1.46M 15.01% 1
2015
Q3 		$12.1M Buy
229,632
+4,170
+2% +$236K 13.86% 1
2015
Q2 		$13.1M Sell
225,462
-10,896
-5% -$663K 13.95% 1
2015
Q1 		$13.8M Buy
236,358
+3,254
+1% +$187K 13.93% 1
2014
Q4 		$12.9M Buy
+233,104
New +$13.2M 13.3% 1

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IEFA Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q2 2026, buying an estimated $795K and bringing the position to 412,090 shares worth $39.8M. The position accounts for 17.88% of the portfolio, ranked #1.

Sterling Investment Advisors (Missouri) first reported a position in IEFA in Q4 2014 and has held it in 47 quarters since. 1,615 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 412,090 shares of iShares Core MSCI EAFE ETF worth $39.8M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 8,272 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $795K.
  • iShares Core MSCI EAFE ETF made up 17.88% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #1 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,615 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.