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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
Q2 		$978K Buy
10,131
+286
+3% +$27.5K 0.04% 79
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 $1.55T 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

Strategic Financial Services's IEFA Position: Q2 2026 in Review

Strategic Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, buying an estimated $27.5K and bringing the position to 10,131 shares worth $978K. The position accounts for 0.04% of the portfolio, ranked #79.

Strategic Financial Services first reported a position in IEFA in Q4 2015 and has held it in 23 quarters since. The position peaked at $71.7M in Q1 2018. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Strategic Financial Services held 10,131 shares of iShares Core MSCI EAFE ETF worth $978K as of Q2 2026.
  • Strategic Financial Services bought 286 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $27.5K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Strategic Financial Services's portfolio in Q2 2026, its #79 holding.
  • Strategic Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 23 quarters since.
  • Strategic Financial Services's iShares Core MSCI EAFE ETF position peaked at $71.7M in Q1 2018.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.