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Stonebridge Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stonebridge Capital Advisors’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 		$724K Sell
7,501
-951
-11% -$91.3K 0.05% 132
2026
Q1 		$765K Sell
8,452
-1,101
-12% -$103K 0.05% 127
2025
Q4 		$855K Buy
9,553
+1,682
+21% +$149K 0.06% 120
2025
Q3 		$687K Sell
7,871
-115
-1% -$9.77K 0.05% 122
2025
Q2 		$667K Buy
7,986
+2,015
+34% +$160K 0.05% 119
2025
Q1 		$452K Sell
5,971
-1,528
-20% -$114K 0.04% 134
2024
Q4 		$527K Buy
7,499
+208
+3% +$15.3K 0.04% 134
2024
Q3 		$569K Buy
7,291
+3,362
+86% +$252K 0.05% 132
2024
Q2 		$285K Buy
3,929
+595
+18% +$43.8K 0.03% 173
2024
Q1 		$247K Buy
3,334
+229
+7% +$16.3K 0.02% 192
2023
Q4 		$218K Sell
3,105
-319
-9% -$21K 0.02% 200
2023
Q3 		$220K Buy
3,424
+200
+6% +$13.4K 0.02% 191
2023
Q2 		$218K Sell
3,224
-263
-8% -$17.8K 0.02% 198
2023
Q1 		$233K Buy
3,487
+7
+0.2% +$459 0.03% 186
2022
Q4 		$215K Buy
3,480
+2,575
+285% +$152K 0.03% 196
2022
Q3 		$48K Buy
905
+167
+23% +$9.82K 0.01% 345
2022
Q2 		$43K Sell
738
-1,300
-64% -$83.4K 0.01% 367
2022
Q1 		$142K Buy
2,038
+557
+38% +$39.4K 0.02% 246
2021
Q4 		$111K Hold
1,481
– – 0.01% 256
2021
Q3 		$110K Sell
1,481
-593
-29% -$45.1K 0.01% 249
2021
Q2 		$155K Buy
2,074
+1,854
+843% +$140K 0.01% 293
2021
Q1 		$16K Buy
+220
New +$15.7K ﹤0.01% 543
2020
Q3 		– Sell
-429
Closed -$25K – 416
2020
Q2 		$25K Hold
429
– – ﹤0.01% 367
2020
Q1 		$21K Hold
429
– – ﹤0.01% 373
2019
Q4 		$28K Sell
429
-956
-69% -$60.6K ﹤0.01% 403
2019
Q3 		$85K Buy
1,385
+821
+146% +$49.6K 0.01% 257
2019
Q2 		$35K Buy
+564
New +$34.6K 0.01% 377

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

Stonebridge Capital Advisors's IEFA Position: Q2 2026 in Review

Stonebridge Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, selling an estimated $91.3K and leaving 7,501 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #132.

Stonebridge Capital Advisors first reported a position in IEFA in Q2 2019 and has held it in 27 quarters since. The position peaked at $855K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Stonebridge Capital Advisors held 7,501 shares of iShares Core MSCI EAFE ETF worth $724K as of Q2 2026.
  • Stonebridge Capital Advisors sold 951 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $91.3K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #132 holding.
  • Stonebridge Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 27 quarters since.
  • Stonebridge Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $855K in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.