Tectonic Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tectonic Advisors’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	$16.8M	Buy	174,341 +10,055	+6%	+$966K	0.81%	24
2026 Q1	$14.9M	Buy	164,286 +2,800	+2%	+$261K	0.79%	30
2025 Q4	$14.4M	Buy	161,486 +9,250	+6%	+$818K	0.76%	24
2025 Q3	$13.3M	Buy	152,236 +5,100	+3%	+$433K	0.73%	27
2025 Q2	$12.3M	Buy	147,136 +9,308	+7%	+$739K	0.71%	27
2025 Q1	$10.4M	Buy	137,828 +4,600	+3%	+$344K	0.65%	31
2024 Q4	$9.36M	Buy	133,228 +4,371	+3%	+$322K	0.61%	34
2024 Q3	$10.1M	Buy	128,857 +5,400	+4%	+$404K	0.66%	25
2024 Q2	$8.97M	Hold	123,457	–	–	0.65%	24
2024 Q1	$9.16M	Hold	123,457	–	–	0.7%	23
2023 Q4	$8.69M	Hold	123,457	–	–	0.73%	21
2023 Q3	$7.94M	Hold	123,457	–	–	0.74%	22
2023 Q2	$8.33M	Hold	123,457	–	–	1.03%	19
2023 Q1	$8.25M	Buy	123,457 +14,406	+13%	+$944K	1.13%	15
2022 Q4	$6.72M	Buy	109,051 +18,500	+20%	+$1.09M	1.04%	18
2022 Q3	$4.77M	Hold	90,551	–	–	0.88%	18
2022 Q2	$5.33M	Hold	90,551	–	–	0.97%	17
2022 Q1	$6.29M	Buy	90,551 +6,161	+7%	+$436K	1.08%	16
2021 Q4	$6.3M	Buy	84,390 +155	+0.2%	+$11.6K	1.13%	15
2021 Q3	$6.25M	Buy	84,235 +13,031	+18%	+$991K	1.23%	16
2021 Q2	$5.33M	Buy	71,204 +4,167	+6%	+$315K	1.1%	17
2021 Q1	$4.83M	Buy	67,037 +22,041	+49%	+$1.58M	1.2%	17
2020 Q4	$3.11M	Buy	+44,996	New	+$2.91M	0.85%	28

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

Tectonic Advisors's IEFA Position: Q2 2026 in Review

Tectonic Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q2 2026, buying an estimated $966K and bringing the position to 174,341 shares worth $16.8M. The position accounts for 0.81% of the portfolio, ranked #24.

Tectonic Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tectonic Advisors held 174,341 shares of iShares Core MSCI EAFE ETF worth $16.8M as of Q2 2026.
Tectonic Advisors bought 10,055 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $966K.
iShares Core MSCI EAFE ETF made up 0.81% of Tectonic Advisors's portfolio in Q2 2026, its #24 holding.
Tectonic Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.