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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TAGStone Capital's IEFA Position: Q2 2026 in Review

TAGStone Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $81.3K and leaving 66,072 shares worth $6.38M. The position accounts for 2.03% of the portfolio, ranked #12.

TAGStone Capital first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • TAGStone Capital held 66,072 shares of iShares Core MSCI EAFE ETF worth $6.38M as of Q2 2026.
  • TAGStone Capital sold 846 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $81.3K.
  • iShares Core MSCI EAFE ETF made up 2.03% of TAGStone Capital's portfolio in Q2 2026, its #12 holding.
  • TAGStone Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.