TAGStone Capital
IEFA icon

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

TAGStone Capital’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 		$6.31M Sell
65,177
-895
-1% -$88.4K 1.94% 12
2026
Q2 		$6.38M Sell
66,072
-846
-1% -$81.3K 2.03% 12
2026
Q1 		$6.06M Buy
66,918
+451
+0.7% +$42.1K 2.14% 11
2025
Q4 		$5.95M Buy
66,467
+1,144
+2% +$101K 2.21% 12
2025
Q3 		$5.7M Sell
65,323
-23
-0% -$1.95K 2.26% 12
2025
Q2 		$5.53M Buy
65,346
+1,466
+2% +$116K 2.28% 12
2025
Q1 		$4.83M Sell
63,880
-1,287
-2% -$96.2K 2.38% 11
2024
Q4 		$4.58M Buy
65,167
+883
+1% +$65.1K 2.25% 11
2024
Q3 		$5.02M Sell
64,284
-43
-0.1% -$3.22K 2.56% 10
2024
Q2 		$4.67M Sell
64,327
-175
-0.3% -$12.9K 2.65% 10
2024
Q1 		$4.79M Buy
64,502
+1,405
+2% +$100K 2.8% 8
2023
Q4 		$4.44M Buy
63,097
+523
+0.8% +$34.5K 2.9% 8
2023
Q3 		$4.03M Buy
62,574
+263
+0.4% +$17.6K 2.96% 7
2023
Q2 		$4.21M Buy
62,311
+1,091
+2% +$74K 3.03% 7
2023
Q1 		$4.09M Buy
61,220
+1,149
+2% +$75.3K 3.06% 8
2022
Q4 		$3.7M Sell
60,071
-373
-0.6% -$22K 3.06% 9
2022
Q3 		$3.18M Buy
60,444
+3,567
+6% +$210K 2.96% 8
2022
Q2 		$3.35M Buy
56,877
+4,590
+9% +$294K 3.19% 6
2022
Q1 		$3.63M Buy
52,287
+77
+0.1% +$5.45K 3.06% 8
2021
Q4 		$3.9M Buy
+52,210
New +$3.92M 3.25% 6

Other funds holding IEFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TAGStone Capital's IEFA Position: Q3 2026 in Review

TAGStone Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q3 2026, selling an estimated $88.4K and leaving 65,177 shares worth $6.31M. The position accounts for 1.94% of the portfolio, ranked #12.

TAGStone Capital first reported a position in IEFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.38M in Q2 2026. 2,051 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • TAGStone Capital held 65,177 shares of iShares Core MSCI EAFE ETF worth $6.31M as of Q3 2026.
  • TAGStone Capital sold 895 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $88.4K.
  • iShares Core MSCI EAFE ETF made up 1.94% of TAGStone Capital's portfolio in Q3 2026, its #12 holding.
  • TAGStone Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • TAGStone Capital's iShares Core MSCI EAFE ETF position peaked at $6.38M in Q2 2026.
  • 2,051 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.