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Strategic Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Strategic Investment Advisors’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 		$73.4M Buy
810,685
+88,181
+12% +$8.23M 5.07% 3
2025
Q4 		$64.7M Buy
722,504
+722,308
+368,524% +$63.9M 5.59% 3
2025
Q3 		$58M Sell
196
-582,172
-100% -$49.5M 5.21% 5
2025
Q2 		$48.7M Buy
582,368
+58,686
+11% +$4.66M 4.73% 6
2025
Q1 		$39.6M Buy
523,682
+36,781
+8% +$2.75M 4.2% 6
2024
Q4 		$34.2M Buy
486,901
+21,551
+5% +$1.59M 3.63% 6
2024
Q3 		$36.3M Buy
465,350
+28,765
+7% +$2.15M 3.98% 6
2024
Q2 		$31.7M Buy
436,585
+37,051
+9% +$2.73M 3.87% 7
2024
Q1 		$29.7M Buy
399,534
+36,747
+10% +$2.62M 3.81% 7
2023
Q4 		$25.5M Buy
362,787
+34,054
+10% +$2.24M 3.68% 7
2023
Q3 		$21.2M Buy
+328,733
New +$22M 3.48% 8
2023
Q2 		– Sell
-288,902
Closed -$19.3M – 204
2023
Q1 		$19.3M Buy
288,902
+44,905
+18% +$2.94M 3.49% 9
2022
Q4 		$15M Sell
243,997
-9,637
-4% -$567K 3.12% 8
2022
Q3 		$13.4M Sell
253,634
-4,726
-2% -$278K 3.01% 9
2022
Q2 		$15.2M Buy
258,360
+24,165
+10% +$1.55M 3.04% 7
2022
Q1 		$16.3M Buy
234,195
+27,794
+13% +$1.97M 3.08% 6
2021
Q4 		$15.4M Buy
206,401
+36,944
+22% +$2.78M 2.98% 9
2021
Q3 		$12.6M Buy
169,457
+28,550
+20% +$2.17M 2.76% 8
2021
Q2 		$10.5M Buy
140,907
+5,309
+4% +$401K 2.42% 10
2021
Q1 		$9.77M Buy
135,598
+11,987
+10% +$857K 2.54% 9
2020
Q4 		$8.54M Buy
123,611
+106,915
+640% +$6.91M 2.46% 12
2020
Q3 		$1.01M Buy
16,696
+295
+2% +$17.8K 0.34% 62
2020
Q2 		$937K Buy
16,401
+1,835
+13% +$99.4K 0.35% 59
2020
Q1 		$727K Buy
14,566
+4,172
+40% +$248K 0.33% 64
2019
Q4 		$678K Buy
10,394
+1,280
+14% +$81.2K 0.28% 69
2019
Q3 		$557K Sell
9,114
-507
-5% -$30.6K 0.27% 67
2019
Q2 		$591K Buy
+9,621
New +$589K 0.32% 58

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 Investment Advisors's IEFA Position: Q1 2026 in Review

Strategic Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, buying an estimated $8.23M and bringing the position to 810,685 shares worth $73.4M. The position accounts for 5.07% of the portfolio, ranked #3.

Strategic Investment Advisors first reported a position in IEFA in Q2 2019 and has held it in 27 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Strategic Investment Advisors held 810,685 shares of iShares Core MSCI EAFE ETF worth $73.4M as of Q1 2026.
  • Strategic Investment Advisors bought 88,181 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.23M.
  • iShares Core MSCI EAFE ETF made up 5.07% of Strategic Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • Strategic Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 27 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.