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Sterling Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sterling Investment Counsel’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 		$263K Sell
2,722
-129
-5% -$12.4K 0.06% 168
2026
Q1 		$258K Buy
+2,851
New +$266K 0.07% 169
2025
Q3 		– Sell
-2,412
Closed -$201K – 152
2025
Q2 		$201K Buy
+2,412
New +$191K 0.12% 136

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sterling Investment Counsel's IEFA Position: Q2 2026 in Review

Sterling Investment Counsel reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, selling an estimated $12.4K and leaving 2,722 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #168.

Sterling Investment Counsel first reported a position in IEFA in Q2 2025 and has held it in 3 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sterling Investment Counsel held 2,722 shares of iShares Core MSCI EAFE ETF worth $263K as of Q2 2026.
  • Sterling Investment Counsel sold 129 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #168 holding.
  • Sterling Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.