Sutton Place Investors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sutton Place Investors’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	$901K	Buy	9,327 +121	+1%	+$11.6K	0.44%	54
2026 Q1	$833K	Sell	9,206 -78	-0.8%	-$7.28K	0.46%	57
2025 Q4	$831K	Buy	9,284 +140	+2%	+$12.4K	0.46%	57
2025 Q3	$798K	Sell	9,144 -9	-0.1%	-$765	0.46%	54
2025 Q2	$764K	Sell	9,153 -169	-2%	-$13.4K	0.46%	55
2025 Q1	$705K	Sell	9,322 -3,436	-27%	-$257K	0.47%	51
2024 Q4	$897K	Buy	12,758 +3,485	+38%	+$257K	0.52%	50
2024 Q3	$724K	Sell	9,273 -1,400	-13%	-$105K	0.44%	59
2024 Q2	$775K	Sell	10,673 -1,610	-13%	-$118K	0.52%	50
2024 Q1	$912K	Buy	12,283 +821	+7%	+$58.4K	0.45%	70
2023 Q4	$806K	Buy	+11,462	New	+$755K	0.58%	57
2022 Q3	–	Sell	-16,650	Closed	-$980K	–	66
2022 Q2	$980K	Sell	16,650 -183	-1%	-$11.7K	1.43%	22
2022 Q1	$1.12M	Buy	16,833 +2,831	+20%	+$200K	1.34%	23
2021 Q4	$1.04M	Buy	+14,002	New	+$1.05M	1.2%	24

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

Sutton Place Investors's IEFA Position: Q2 2026 in Review

Sutton Place Investors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, buying an estimated $11.6K and bringing the position to 9,327 shares worth $901K. The position accounts for 0.44% of the portfolio, ranked #54.

Sutton Place Investors first reported a position in IEFA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.12M in Q1 2022. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sutton Place Investors held 9,327 shares of iShares Core MSCI EAFE ETF worth $901K as of Q2 2026.
Sutton Place Investors bought 121 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.6K.
iShares Core MSCI EAFE ETF made up 0.44% of Sutton Place Investors's portfolio in Q2 2026, its #54 holding.
Sutton Place Investors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
Sutton Place Investors's iShares Core MSCI EAFE ETF position peaked at $1.12M in Q1 2022.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.