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

Trifecta Capital 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 		$60.4K Buy
+625
New +$60K 0.01% 184
2023
Q1 		– Sell
-1,000
Closed -$61.6K – 435
2022
Q4 		$61.6K Buy
+1,000
New +$58.9K 0.02% 121

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

Trifecta Capital Advisors's IEFA Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 625 shares worth $60.4K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in IEFA as recently as Q4 2022.

Trifecta Capital Advisors first reported a position in IEFA in Q4 2022 and has held it in 2 quarters since. The position peaked at $61.6K in Q4 2022. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Trifecta Capital Advisors held 625 shares of iShares Core MSCI EAFE ETF worth $60.4K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Trifecta Capital Advisors position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #184 holding.
  • Trifecta Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $61.6K in Q4 2022.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.