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

Strategic Advisory Partners’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 		– Sell
-1,960
Closed -$177K – 59
2026
Q1 		$177K Buy
+1,960
New +$183K 0.14% 39

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UBS Group
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Envestnet Asset Management
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LPL Financial
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Raymond James Financial
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Bank of New York Mellon
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Strategic Advisory Partners's IEFA Position: Q2 2026 in Review

Strategic Advisory Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 1,960 shares — an estimated $177K sold.

Strategic Advisory Partners first reported a position in IEFA in Q1 2026 and held it in 1 quarter. The position peaked at $177K in Q1 2026. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Strategic Advisory Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 1,960 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $177K.
  • Strategic Advisory Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's iShares Core MSCI EAFE ETF position peaked at $177K in Q1 2026.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.