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 Q3	$8.51M	Hold	87,874	–	–	3.9%	5
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sunbeam Capital Management's IEFA Position: Q3 2026 in Review

Sunbeam Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 87,874 shares worth $8.51M. The position accounts for 3.9% of the portfolio, ranked #5.

Sunbeam Capital Management first reported a position in IEFA in Q4 2024 and has held it in 8 quarters since. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Sunbeam Capital Management held 87,874 shares of iShares Core MSCI EAFE ETF worth $8.51M as of Q3 2026.
Sunbeam Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Core MSCI EAFE ETF made up 3.9% of Sunbeam Capital Management's portfolio in Q3 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 8 quarters since.
2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.