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

Traphagen Investment 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 		$210K Buy
+2,169
New +$208K 0.02% 200
2021
Q1 		– Sell
-5,814
Closed -$402K – 143
2020
Q4 		$402K Sell
5,814
-3,844
-40% -$249K 0.07% 87
2020
Q3 		$582K Buy
+9,658
New +$583K 0.12% 62

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Traphagen Investment Advisors's IEFA Position: Q2 2026 in Review

Traphagen Investment Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,169 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Traphagen Investment Advisors previously reported a position in IEFA as recently as Q4 2020.

Traphagen Investment Advisors first reported a position in IEFA in Q3 2020 and has held it in 3 quarters since. The position peaked at $582K in Q3 2020. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Traphagen Investment Advisors held 2,169 shares of iShares Core MSCI EAFE ETF worth $210K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Traphagen Investment Advisors position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #200 holding.
  • Traphagen Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 3 quarters since.
  • Traphagen Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $582K in Q3 2020.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.