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Stonebridge Financial Group (Pennsylvania)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$1.94M Buy
20,040
+642
+3% +$61.7K 0.15% 107
2026
Q1 		$1.76M Sell
19,398
-3,460
-15% -$323K 0.14% 108
2025
Q4 		$2.04M Buy
22,858
+6,169
+37% +$546K 0.17% 97
2025
Q3 		$1.46M Buy
16,689
+887
+6% +$75.4K 0.13% 110
2025
Q2 		$1.32M Sell
15,802
-443
-3% -$35.2K 0.13% 106
2025
Q1 		$1.23M Buy
16,245
+3,014
+23% +$225K 0.13% 102
2024
Q4 		$930K Buy
+13,231
New +$976K 0.1% 112

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Stonebridge Financial Group (Pennsylvania)'s IEFA Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.3% in Q2 2026, buying an estimated $61.7K and bringing the position to 20,040 shares worth $1.94M. The position accounts for 0.15% of the portfolio, ranked #107.

Stonebridge Financial Group (Pennsylvania) first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 20,040 shares of iShares Core MSCI EAFE ETF worth $1.94M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 642 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $61.7K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #107 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core MSCI EAFE ETF position peaked at $2.04M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.