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Strategic Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Strategic Financial Services’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
Q1 		$891K Buy
+9,845
New +$919K 0.04% 78
2025
Q3 		– Sell
-2,848
Closed -$238K – 144
2025
Q2 		$238K Sell
2,848
-109
-4% -$8.65K 0.01% 128
2025
Q1 		$224K Buy
2,957
+4
+0.1% +$299 0.01% 125
2024
Q4 		$208K Hold
2,953
– – 0.01% 130
2024
Q3 		$230K Buy
+2,953
New +$221K 0.01% 130
2020
Q1 		– Sell
-231,189
Closed -$15.1M – 129
2019
Q4 		$15.1M Sell
231,189
-5,758
-2% -$365K 1.73% 14
2019
Q3 		$14.5M Sell
236,947
-10,212
-4% -$616K 1.85% 9
2019
Q2 		$15.2M Sell
247,159
-11,087
-4% -$679K 2% 9
2019
Q1 		$15.7M Sell
258,246
-19,495
-7% -$1.15M 2.17% 11
2018
Q4 		$15.3M Sell
277,741
-829,626
-75% -$48.7M 2.39% 10
2018
Q3 		$71M Sell
1,107,367
-742
-0.1% -$47.3K 10.57% 1
2018
Q2 		$70.2M Buy
1,108,109
+20,066
+2% +$1.33M 10.83% 1
2018
Q1 		$71.7M Buy
1,088,043
+3,494
+0.3% +$235K 11.66% 1
2017
Q4 		$71.7M Buy
1,084,549
+11,412
+1% +$744K 11.33% 1
2017
Q3 		$68.9M Buy
1,073,137
+8,880
+0.8% +$555K 11.37% 1
2017
Q2 		$64.8M Buy
1,064,257
+19,335
+2% +$1.17M 11.33% 1
2017
Q1 		$60.6M Buy
1,044,922
+37,273
+4% +$2.1M 11.01% 1
2016
Q4 		$54M Buy
1,007,649
+12,195
+1% +$655K 10.37% 1
2016
Q3 		$54.9M Buy
995,454
+8,815
+0.9% +$476K 10.9% 1
2016
Q2 		$53.3M Buy
986,639
+101,710
+11% +$5.44M 10.7% 1
2016
Q1 		$47M Buy
884,929
+288,079
+48% +$14.7M 10.93% 1
2015
Q4 		$32.5M Buy
+596,850
New +$33.1M 8.52% 1

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strategic Financial Services's IEFA Position: Q1 2026 in Review

Strategic Financial Services opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 9,845 shares worth $891K. The stake represents 0.04% of the portfolio and ranks #78 among its holdings. This is a return to the name: Strategic Financial Services previously reported a position in IEFA as recently as Q2 2025.

Strategic Financial Services first reported a position in IEFA in Q4 2015 and has held it in 22 quarters since. The position peaked at $71.7M in Q1 2018. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Strategic Financial Services held 9,845 shares of iShares Core MSCI EAFE ETF worth $891K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Strategic Financial Services position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.04% of Strategic Financial Services's portfolio in Q1 2026, its #78 holding.
  • Strategic Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 22 quarters since.
  • Strategic Financial Services's iShares Core MSCI EAFE ETF position peaked at $71.7M in Q1 2018.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.