Stonegate Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stonegate Investment Group’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
2025 Q2	–	Sell	-2,878	Closed	-$218K	–	453
2025 Q1	$218K	Buy	+2,878	New	+$215K	0.01%	322
2024 Q3	–	Sell	-27,442	Closed	-$1.99M	–	419
2024 Q2	$1.99M	Sell	27,442 -1,023	-4%	-$75.3K	0.06%	120
2024 Q1	$2.11M	Buy	28,465 +1,277	+5%	+$90.9K	0.07%	115
2023 Q4	$1.91M	Sell	27,188 -373	-1%	-$24.6K	0.06%	116
2023 Q3	$1.77M	Buy	27,561 +149	+0.5%	+$9.98K	0.06%	117
2023 Q2	$1.85M	Buy	27,412 +384	+1%	+$26K	0.07%	120
2023 Q1	$1.81M	Buy	27,028 +449	+2%	+$29.4K	0.07%	115
2022 Q4	$1.64M	Sell	26,579 -2,054	-7%	-$121K	0.07%	110
2022 Q3	$1.51M	Sell	28,633 -844	-3%	-$49.6K	0.07%	116
2022 Q2	$1.74M	Buy	29,477 +997	+4%	+$64K	0.08%	114
2022 Q1	$1.98M	Buy	28,480 +3,592	+14%	+$254K	0.07%	98
2021 Q4	$1.86M	Buy	+24,888	New	+$1.87M	0.08%	104

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stonegate Investment Group's IEFA Position: Q2 2025 in Review

Stonegate Investment Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 2,878 shares — an estimated $218K sold.

Stonegate Investment Group first reported a position in IEFA in Q4 2021 and held it in 12 quarters. The position peaked at $2.11M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Stonegate Investment Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Stonegate Investment Group sold 2,878 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $218K.
Stonegate Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 12 quarters.
Stonegate Investment Group's iShares Core MSCI EAFE ETF position peaked at $2.11M in Q1 2024.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Stonegate Investment Group's 13F filing for Q2 2025, filed 23 Jul 2025.