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

Strategic Point 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
Q2 		$22.8M Buy
235,578
+3,761
+2% +$361K 2.96% 13
2026
Q1 		$21M Buy
231,817
+4,704
+2% +$439K 3.05% 12
2025
Q4 		$20.3M Buy
227,113
+1,591
+0.7% +$141K 2.81% 14
2025
Q3 		$19.7M Buy
225,522
+756
+0.3% +$64.2K 2.83% 14
2025
Q2 		$18.8M Sell
224,766
-2,022
-0.9% -$160K 2.89% 14
2025
Q1 		$17.2M Sell
226,788
-4,214
-2% -$315K 2.86% 14
2024
Q4 		$16.2M Sell
231,002
-169,012
-42% -$12.5M 2.65% 14
2024
Q3 		$31.2M Buy
400,014
+2,114
+0.5% +$158K 5.15% 6
2024
Q2 		$28.9M Sell
397,900
-2,261
-0.6% -$166K 5.18% 7
2024
Q1 		$29.7M Buy
400,161
+9,897
+3% +$705K 5.39% 6
2023
Q4 		$27.5M Buy
390,264
+2,116
+0.5% +$139K 5.31% 7
2023
Q3 		$25M Buy
388,148
+6,048
+2% +$405K 5.33% 6
2023
Q2 		$25.8M Buy
382,100
+1,491
+0.4% +$101K 5.29% 6
2023
Q1 		$25.4M Buy
380,609
+267,193
+236% +$17.5M 5.66% 6
2022
Q4 		$6.99M Buy
113,416
+2,355
+2% +$139K 1.68% 19
2022
Q3 		$5.85M Buy
111,061
+1,040
+0.9% +$61.2K 1.64% 18
2022
Q2 		$6.47M Buy
110,021
+1,272
+1% +$81.6K 1.8% 16
2022
Q1 		$7.56M Buy
108,749
+464
+0.4% +$32.8K 1.73% 17
2021
Q4 		$8.08M Buy
108,285
+4,010
+4% +$301K 1.82% 16
2021
Q3 		$7.74M Buy
104,275
+815
+0.8% +$62K 1.9% 16
2021
Q2 		$7.75M Buy
+103,460
New +$7.81M 1.88% 16

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Strategic Point Investment Advisors's IEFA Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, buying an estimated $361K and bringing the position to 235,578 shares worth $22.8M. The position accounts for 2.96% of the portfolio, ranked #13.

Strategic Point Investment Advisors first reported a position in IEFA in Q2 2021 and has held it in 21 quarters since. The position peaked at $31.2M in Q3 2024. 1,261 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Strategic Point Investment Advisors held 235,578 shares of iShares Core MSCI EAFE ETF worth $22.8M as of Q2 2026.
  • Strategic Point Investment Advisors bought 3,761 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $361K.
  • iShares Core MSCI EAFE ETF made up 2.96% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Strategic Point Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • Strategic Point Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $31.2M in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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