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Waycross Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Waycross Investment 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 		$2.07M Buy
+21,467
New +$2.06M 1.58% 19
2026
Q1 		– Sell
-124,676
Closed -$11.2M – 48
2025
Q4 		$11.2M Buy
124,676
+2,795
+2% +$247K 9.81% 1
2025
Q3 		$10.6M Buy
121,881
+2,743
+2% +$233K 10.86% 1
2025
Q2 		$9.95M Buy
119,138
+89,047
+296% +$7.07M 10.35% 3
2025
Q1 		$2.28M Sell
30,091
-202
-0.7% -$15.1K 2.57% 10
2024
Q4 		$2.13M Buy
30,293
+1,054
+4% +$77.8K 2.24% 13
2024
Q3 		$2.28M Buy
29,239
+203
+0.7% +$15.2K 2.1% 13
2024
Q2 		$2.11M Buy
29,036
+20,511
+241% +$1.51M 2.04% 15
2024
Q1 		$633K Buy
+8,525
New +$607K 0.59% 44

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

Waycross Investment Management's IEFA Position: Q2 2026 in Review

Waycross Investment Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 21,467 shares worth $2.07M. The stake represents 1.58% of the portfolio and ranks #19 among its holdings. This is a return to the name: Waycross Investment Management previously reported a position in IEFA as recently as Q4 2025.

Waycross Investment Management first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.2M in Q4 2025. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Waycross Investment Management held 21,467 shares of iShares Core MSCI EAFE ETF worth $2.07M as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Waycross Investment Management position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 1.58% of Waycross Investment Management's portfolio in Q2 2026, its #19 holding.
  • Waycross Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
  • Waycross Investment Management's iShares Core MSCI EAFE ETF position peaked at $11.2M in Q4 2025.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.