SIM
IEFA icon

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

Strategic Investment Management’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 		$15.5M Sell
160,551
-7,380
-4% -$709K 5.34% 7
2026
Q1 		$15.2M Sell
167,931
-118,819
-41% -$11.1M 6.35% 5
2025
Q4 		$25.7M Buy
286,750
+53,530
+23% +$4.73M 13% 4
2025
Q3 		$20.4M Sell
233,220
-20,490
-8% -$1.74M 11.01% 5
2025
Q2 		$21.2M Sell
253,710
-43,470
-15% -$3.45M 11.35% 4
2025
Q1 		$22.5M Sell
297,180
-94,440
-24% -$7.06M 9.03% 4
2024
Q4 		$27.5M Buy
391,620
+242,700
+163% +$17.9M 9.49% 5
2024
Q3 		$11.8M Buy
+148,920
New +$11.1M 12.35% 4
2024
Q2 		– Sell
-155,590
Closed -$11.3M – 11
2024
Q1 		$11.3M Sell
155,590
-14,400
-8% -$1.03M 8.64% 6
2023
Q4 		$11.7M Buy
169,990
+79,990
+89% +$5.27M 8.35% 5
2023
Q3 		$5.52M Hold
90,000
– – 6.76% 6
2023
Q2 		$6.21M Hold
90,000
– – 6.79% 7
2023
Q1 		$6.12M Sell
90,000
-29,680
-25% -$1.95M 6.99% 6
2022
Q4 		$7.68M Sell
119,680
-12,580
-10% -$740K 5.26% 7
2022
Q3 		$7.4M Sell
132,260
-86,220
-39% -$5.07M 5.49% 6
2022
Q2 		$12.9M Sell
218,480
-93,910
-30% -$6.02M 10.68% 4
2022
Q1 		$21.7M Sell
312,390
-67,760
-18% -$4.79M 15.53% 2
2021
Q4 		$28.4M Sell
380,150
-524,706
-58% -$39.4M 16.89% 2
2021
Q3 		$67.2M Sell
904,856
-50,700
-5% -$3.86M 31.07% 1
2021
Q2 		$71.5M Sell
955,556
-292,930
-23% -$22.1M 30.95% 1
2021
Q1 		$90M Sell
1,248,486
-17,990
-1% -$1.29M 36.95% 1
2020
Q4 		$87.5M Sell
1,266,476
-597,078
-32% -$38.6M 37.33% 1
2020
Q3 		$112M Buy
1,863,554
+391,140
+27% +$23.6M 37.32% 1
2020
Q2 		$84.2M Sell
1,472,414
-359,806
-20% -$19.5M 29.37% 1
2020
Q1 		$91.4M Buy
1,832,220
+800,730
+78% +$47.7M 21.35% 2
2019
Q4 		$67.3M Sell
1,031,490
-185,060
-15% -$11.7M 12.49% 3
2019
Q3 		$74.3M Buy
1,216,550
+252,530
+26% +$15.2M 4.26% 4
2019
Q2 		$59.2M Sell
964,020
-5,181,132
-84% -$317M 8.6% 5
2019
Q1 		$372M Sell
6,145,152
-6,251,964
-50% -$369M 25.47% 2
2018
Q4 		$682M Buy
12,397,116
+5,985,576
+93% +$351M 30.52% 1
2018
Q3 		$411M Buy
6,411,540
+333,985
+5% +$21.3M 23.05% 2
2018
Q2 		$385M Buy
6,077,555
+424,540
+8% +$28.1M 22.85% 3
2018
Q1 		$372M Buy
5,653,015
+1,030,260
+22% +$69.2M 27.06% 1
2017
Q4 		$306M Sell
4,622,755
-531,890
-10% -$34.7M 18.67% 2
2017
Q3 		$331M Buy
5,154,645
+878,076
+21% +$54.9M 29.8% 2
2017
Q2 		$260K Buy
4,276,569
+86,457
+2% +$5.22M 27.11% 2
2017
Q1 		$243M Sell
4,190,112
-35,290
-0.8% -$1.98M 24.74% 2
2016
Q4 		$227M Buy
+4,225,402
New +$227M 21.93% 2

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Strategic Investment Management's IEFA Position: Q2 2026 in Review

Strategic Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q2 2026, selling an estimated $709K and leaving 160,551 shares worth $15.5M. The position accounts for 5.34% of the portfolio, ranked #7.

Strategic Investment Management first reported a position in IEFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $682M in Q4 2018. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Strategic Investment Management held 160,551 shares of iShares Core MSCI EAFE ETF worth $15.5M as of Q2 2026.
  • Strategic Investment Management sold 7,380 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $709K.
  • iShares Core MSCI EAFE ETF made up 5.34% of Strategic Investment Management's portfolio in Q2 2026, its #7 holding.
  • Strategic Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
  • Strategic Investment Management's iShares Core MSCI EAFE ETF position peaked at $682M in Q4 2018.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.