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SWP Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SWP Financial’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 		$3.42M Sell
35,460
-4,292
-11% -$412K 1.58% 15
2026
Q1 		$3.6M Buy
39,752
+2,678
+7% +$250K 1.84% 18
2025
Q4 		$3.32M Buy
37,074
+2,136
+6% +$189K 1.66% 20
2025
Q3 		$3.05M Buy
34,938
+2,726
+8% +$232K 1.55% 19
2025
Q2 		$2.69M Buy
32,212
+363
+1% +$28.8K 1.48% 20
2025
Q1 		$2.41M Sell
31,849
-1,052
-3% -$78.7K 1.47% 19
2024
Q4 		$2.31M Sell
32,901
-109,242
-77% -$8.06M 1.4% 21
2024
Q3 		$11.1M Buy
142,143
+4,665
+3% +$349K 6.77% 5
2024
Q2 		$9.99M Buy
137,478
+35,709
+35% +$2.63M 6.6% 5
2024
Q1 		$7.52M Sell
101,769
-645
-0.6% -$45.9K 5.27% 7
2023
Q4 		$7.2M Buy
+102,414
New +$6.75M 5.59% 7

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

SWP Financial's IEFA Position: Q2 2026 in Review

SWP Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, selling an estimated $412K and leaving 35,460 shares worth $3.42M. The position accounts for 1.58% of the portfolio, ranked #15.

SWP Financial first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2024. 1,359 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SWP Financial held 35,460 shares of iShares Core MSCI EAFE ETF worth $3.42M as of Q2 2026.
  • SWP Financial sold 4,292 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $412K.
  • iShares Core MSCI EAFE ETF made up 1.58% of SWP Financial's portfolio in Q2 2026, its #15 holding.
  • SWP Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's iShares Core MSCI EAFE ETF position peaked at $11.1M in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.