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

Strategic Investment Solutions’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	$53.9K	Buy	558 +3	+0.5%	+$288	0.01%	257
2026 Q1	$50.2K	Buy	555 +320	+136%	+$29.9K	0.01%	256
2025 Q4	$21K	Buy	235 +4	+2%	+$354	0.01%	317
2025 Q3	$20.1K	Hold	231	–	–	0.01%	297
2025 Q2	$19.2K	Buy	231 +5	+2%	+$397	0.01%	289
2025 Q1	$17.1K	Hold	226	–	–	0.01%	309
2024 Q4	$15.9K	Buy	226 +3	+1%	+$221	0.01%	330
2024 Q3	$17.4K	Hold	223	–	–	0.01%	300
2024 Q2	$16.7K	Buy	+223	New	+$16.4K	0.01%	289
2023 Q4	$15.4K	Sell	219 -13,389	-98%	-$882K	﹤0.01%	694
2023 Q3	$911K	Buy	13,608 +13,396	+6,319%	+$897K	0.01%	328
2023 Q2	$14.2K	Hold	212	–	–	﹤0.01%	514
2023 Q1	$14.2K	Buy	+212	New	+$13.9K	﹤0.01%	592

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Strategic Investment Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.54% in Q2 2026, buying an estimated $288 and bringing the position to 558 shares worth $53.9K. The position accounts for 0.01% of the portfolio, ranked #257.

Strategic Investment Solutions first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $911K in Q3 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Strategic Investment Solutions held 558 shares of iShares Core MSCI EAFE ETF worth $53.9K as of Q2 2026.
Strategic Investment Solutions bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
iShares Core MSCI EAFE ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #257 holding.
Strategic Investment Solutions first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's iShares Core MSCI EAFE ETF position peaked at $911K in Q3 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.