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

Two West 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	$907K	Sell	9,493 -1,363	-13%	-$131K	0.45%	40
2026 Q1	$1.01M	Buy	10,856 +1,607	+17%	+$150K	0.54%	40
2025 Q4	$827K	Sell	9,249 -1,834	-17%	-$162K	0.48%	36
2025 Q3	$983K	Sell	11,083 -749	-6%	-$63.6K	0.59%	32
2025 Q2	$1M	Buy	11,832 +564	+5%	+$44.8K	0.66%	27
2025 Q1	$827K	Sell	11,268 -432	-4%	-$32.3K	0.69%	25
2024 Q4	$822K	Sell	11,700 -2,179	-16%	-$161K	0.7%	22
2024 Q3	$1.08M	Buy	13,879 +951	+7%	+$71.2K	0.88%	17
2024 Q2	$939K	Buy	+12,928	New	+$951K	0.9%	17

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Two West Capital Advisors's IEFA Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $131K and leaving 9,493 shares worth $907K. The position accounts for 0.45% of the portfolio, ranked #40.

Two West Capital Advisors first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2024. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Two West Capital Advisors held 9,493 shares of iShares Core MSCI EAFE ETF worth $907K as of Q2 2026.
Two West Capital Advisors sold 1,363 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $131K.
iShares Core MSCI EAFE ETF made up 0.45% of Two West Capital Advisors's portfolio in Q2 2026, its #40 holding.
Two West Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $1.08M in Q3 2024.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.