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Stolper & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stolper & Co’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 		$442K Sell
4,580
-11,410
-71% -$1.1M 0.11% 82
2026
Q1 		$3.88M Buy
15,990
+11,410
+249% +$1.06M 1.1% 31
2025
Q4 		$410K Sell
4,580
-97
-2% -$8.58K 0.12% 82
2025
Q3 		$408K Sell
4,677
-500
-10% -$42.5K 0.12% 82
2025
Q2 		$432K Buy
5,177
+541
+12% +$42.9K 0.14% 82
2025
Q1 		$351K Hold
4,636
– – 0.12% 82
2024
Q4 		$326K Sell
4,636
-87
-2% -$6.42K 0.11% 82
2024
Q3 		$369K Sell
4,723
-23
-0.5% -$1.72K 0.12% 82
2024
Q2 		$345K Sell
4,746
-127
-3% -$9.35K 0.12% 82
2024
Q1 		$362K Buy
4,873
+53
+1% +$3.77K 0.13% 82
2023
Q4 		$339K Hold
4,820
– – 0.14% 82
2023
Q3 		$310K Hold
4,820
– – 0.13% 81
2023
Q2 		$325K Sell
4,820
-120
-2% -$8.14K 0.14% 82
2023
Q1 		$330K Sell
4,940
-1,561
-24% -$102K 0.14% 82
2022
Q4 		$401K Hold
6,501
– – 0.18% 78
2022
Q3 		$342K Hold
6,501
– – 0.17% 77
2022
Q2 		$383K Hold
6,501
– – 0.18% 79
2022
Q1 		$452K Buy
6,501
+40
+0.6% +$2.83K 0.19% 77
2021
Q4 		$482K Hold
6,461
– – 0.21% 76
2021
Q3 		$480K Sell
6,461
-66
-1% -$5.02K 0.23% 72
2021
Q2 		$489K Sell
6,527
-14
-0.2% -$1.06K 0.23% 72
2021
Q1 		$471K Hold
6,541
– – 0.24% 70
2020
Q4 		$452K Buy
6,541
+134
+2% +$8.66K 0.25% 74
2020
Q3 		$386K Sell
6,407
-125
-2% -$7.54K 0.25% 75
2020
Q2 		$373K Hold
6,532
– – 0.24% 71
2020
Q1 		$326K Buy
+6,532
New +$389K 0.23% 77

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stolper & Co's IEFA Position: Q2 2026 in Review

Stolper & Co reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 71% in Q2 2026, selling an estimated $1.1M and leaving 4,580 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #82.

Stolper & Co first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.88M in Q1 2026. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Stolper & Co held 4,580 shares of iShares Core MSCI EAFE ETF worth $442K as of Q2 2026.
  • Stolper & Co sold 11,410 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.1M.
  • iShares Core MSCI EAFE ETF made up 0.11% of Stolper & Co's portfolio in Q2 2026, its #82 holding.
  • Stolper & Co first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • Stolper & Co's iShares Core MSCI EAFE ETF position peaked at $3.88M in Q1 2026.
  • 561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.