Sunbeam Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sunbeam Capital 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	$8.49M	Buy	87,874 +25,801	+42%	+$2.48M	3.88%	5
2026 Q1	$5.62M	Hold	62,073	–	–	3.22%	7
2025 Q4	$5.55M	Buy	62,073 +19,969	+47%	+$1.77M	3.29%	7
2025 Q3	$3.68M	Buy	42,104 +9,108	+28%	+$774K	2.28%	8
2025 Q2	$2.75M	Buy	32,996 +25,808	+359%	+$2.05M	2.09%	8
2025 Q1	$544K	Hold	7,188	–	–	0.52%	38
2024 Q4	$505K	Buy	+7,188	New	+$530K	0.47%	40

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sunbeam Capital Management's IEFA Position: Q2 2026 in Review

Sunbeam Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 42% in Q2 2026, buying an estimated $2.48M and bringing the position to 87,874 shares worth $8.49M. The position accounts for 3.88% of the portfolio, ranked #5.

Sunbeam Capital Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,267 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sunbeam Capital Management held 87,874 shares of iShares Core MSCI EAFE ETF worth $8.49M as of Q2 2026.
Sunbeam Capital Management bought 25,801 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.48M.
iShares Core MSCI EAFE ETF made up 3.88% of Sunbeam Capital Management's portfolio in Q2 2026, its #5 holding.
Sunbeam Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
1,267 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.