Swan Global Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Swan Global Investments’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	$280K	Buy	2,894 +201	+7%	+$19.3K	0.01%	92
2026 Q1	$244K	Sell	2,693 -167	-6%	-$15.6K	0.01%	70
2025 Q4	$256K	Hold	2,860	–	–	0.01%	73
2025 Q3	$250K	Hold	2,860	–	–	0.01%	64
2025 Q2	$239K	Hold	2,860	–	–	0.01%	67
2025 Q1	$216K	Sell	2,860 -2,738	-49%	-$205K	0.01%	58
2024 Q4	$393K	Buy	+5,598	New	+$413K	0.01%	44

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 22.9% 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

Swan Global Investments's IEFA Position: Q2 2026 in Review

Swan Global Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,894 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #92.

Swan Global Investments first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $393K in Q4 2024. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Swan Global Investments held 2,894 shares of iShares Core MSCI EAFE ETF worth $280K as of Q2 2026.
Swan Global Investments bought 201 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.3K.
iShares Core MSCI EAFE ETF made up 0.01% of Swan Global Investments's portfolio in Q2 2026, its #92 holding.
Swan Global Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Swan Global Investments's iShares Core MSCI EAFE ETF position peaked at $393K in Q4 2024.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.