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

Triumph Capital Management’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 		$142K Sell
1,475
-503
-25% -$48.3K 0.03% 423
2026
Q1 		$179K Buy
1,978
+21
+1% +$1.96K 0.04% 353
2025
Q4 		$175K Buy
+1,957
New +$173K 0.04% 327

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triumph Capital Management's IEFA Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q2 2026, selling an estimated $48.3K and leaving 1,475 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #423.

Triumph Capital Management first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $179K in Q1 2026. 658 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Triumph Capital Management held 1,475 shares of iShares Core MSCI EAFE ETF worth $142K as of Q2 2026.
  • Triumph Capital Management sold 503 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $48.3K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #423 holding.
  • Triumph Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares Core MSCI EAFE ETF position peaked at $179K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.