Steward Partners Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Steward Partners Investment Advisory’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	$145M	Sell	1,496,403 -1,398,866	-48%	-$134M	0.74%	15
2026 Q1	$262M	Buy	2,895,269 +60,038	+2%	+$5.6M	1.34%	13
2025 Q4	$254M	Sell	2,835,231 -4,403	-0.2%	-$389K	1.39%	11
2025 Q3	$248M	Buy	2,839,634 +2,013,662	+244%	+$171M	1.42%	11
2025 Q2	$69M	Buy	825,972 +70,469	+9%	+$5.59M	0.54%	27
2025 Q1	$57.2M	Buy	755,503 +37,152	+5%	+$2.78M	0.51%	35
2024 Q4	$50.5M	Buy	718,351 +30,214	+4%	+$2.23M	0.45%	38
2024 Q3	$53.7M	Buy	688,137 +175,748	+34%	+$13.2M	0.5%	37
2024 Q2	$37.2M	Buy	512,389 +3,993	+0.8%	+$294K	0.39%	48
2024 Q1	$37.7M	Buy	508,396 +41,364	+9%	+$2.94M	0.42%	52
2023 Q4	$32.9M	Buy	467,032 +1,419	+0.3%	+$93.5K	0.44%	45
2023 Q3	$30M	Buy	465,613 +2,752	+0.6%	+$184K	0.46%	41
2023 Q2	$31.2M	Sell	462,861 -9,551	-2%	-$648K	0.47%	41
2023 Q1	$31.6M	Buy	472,412 +3,660	+0.8%	+$240K	0.51%	34
2022 Q4	$28.9M	Buy	468,752 +5,462	+1%	+$321K	0.49%	38
2022 Q3	$24.4M	Buy	463,290 +30,474	+7%	+$1.79M	0.46%	44
2022 Q2	$25.5M	Buy	432,816 +5,832	+1%	+$374K	0.47%	41
2022 Q1	$29.7M	Sell	426,984 -2,753	-0.6%	-$195K	0.46%	40
2021 Q4	$32.1M	Buy	429,737 +9,476	+2%	+$712K	0.49%	35
2021 Q3	$31.2M	Sell	420,261 -10,298	-2%	-$783K	0.54%	31
2021 Q2	$32.2M	Sell	430,559 -24,314	-5%	-$1.84M	0.54%	29
2021 Q1	$32.8M	Sell	454,873 -9,169	-2%	-$655K	0.58%	27
2020 Q4	$32.1M	Sell	464,042 -12,721	-3%	-$823K	0.69%	21
2020 Q3	$28.7M	Buy	476,763 +75,329	+19%	+$4.54M	0.72%	21
2020 Q2	$22.9M	Sell	401,434 -24,549	-6%	-$1.33M	0.65%	26
2020 Q1	$21.3M	Sell	425,983 -247,188	-37%	-$14.7M	0.78%	20
2019 Q4	$43.9M	Buy	673,171 +184,693	+38%	+$11.7M	1.3%	8
2019 Q3	$29.8M	Sell	488,478 -74,292	-13%	-$4.48M	1.01%	14
2019 Q2	$34.6M	Buy	562,770 +74,619	+15%	+$4.57M	1.27%	10
2019 Q1	$29.7M	Buy	488,151 +48,137	+11%	+$2.84M	1.26%	9
2018 Q4	$24.2M	Sell	440,014 -17,482	-4%	-$1.03M	1.18%	10
2018 Q3	$29.3M	Buy	457,496 +27,389	+6%	+$1.75M	1.4%	6
2018 Q2	$27.3M	Buy	430,107 +76,315	+22%	+$5.05M	1.63%	6
2018 Q1	$23.3M	Buy	353,792 +122,222	+53%	+$8.21M	1.6%	7
2017 Q4	$15.3M	Buy	231,570 +147,260	+175%	+$9.6M	1.17%	12
2017 Q3	$5.41M	Buy	84,310 +34,719	+70%	+$2.17M	0.55%	42
2017 Q2	$3.02M	Buy	49,591 +18,450	+59%	+$1.11M	0.34%	79
2017 Q1	$1.8M	Buy	31,141 +30,426	+4,255%	+$1.71M	0.27%	84
2016 Q4	$38K	Buy	+715	New	+$38.4K	0.02%	357

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

Steward Partners Investment Advisory's IEFA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 48% in Q2 2026, selling an estimated $134M and leaving 1,496,403 shares worth $145M. The position accounts for 0.74% of the portfolio, ranked #15.

Steward Partners Investment Advisory first reported a position in IEFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $262M in Q1 2026. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Steward Partners Investment Advisory held 1,496,403 shares of iShares Core MSCI EAFE ETF worth $145M as of Q2 2026.
Steward Partners Investment Advisory sold 1,398,866 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $134M.
iShares Core MSCI EAFE ETF made up 0.74% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #15 holding.
Steward Partners Investment Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
Steward Partners Investment Advisory's iShares Core MSCI EAFE ETF position peaked at $262M in Q1 2026.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.