Y-Intercept (HK)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Y-Intercept (HK)’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	–	Sell	-23,252	Closed	-$2.11M	–	1923
2026 Q1	$2.11M	Buy	23,252 +16,833	+262%	+$1.57M	0.04%	684
2025 Q4	$574K	Buy	+6,419	New	+$568K	0.01%	1196
2025 Q2	–	Sell	-10,458	Closed	-$791K	–	1797
2025 Q1	$791K	Sell	10,458 -15,156	-59%	-$1.13M	0.05%	505
2024 Q4	$1.8M	Buy	+25,614	New	+$1.89M	0.12%	230
2023 Q4	–	Sell	-10,739	Closed	-$691K	–	1415
2023 Q3	$691K	Buy	+10,739	New	+$719K	0.07%	439
2022 Q4	–	Sell	-43,316	Closed	-$2.28M	–	1153
2022 Q3	$2.28M	Buy	43,316 +34,825	+410%	+$2.05M	0.23%	125
2022 Q2	$500K	Buy	+8,491	New	+$545K	0.07%	427
2021 Q3	–	Sell	-4,642	Closed	-$348K	–	764
2021 Q2	$348K	Buy	+4,642	New	+$350K	0.09%	363

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Y-Intercept (HK)'s IEFA Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 23,252 shares — an estimated $2.11M sold.

Y-Intercept (HK) first reported a position in IEFA in Q2 2021 and held it in 8 quarters. The position peaked at $2.28M in Q3 2022. 1,068 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 23,252 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.11M.
Y-Intercept (HK) first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 8 quarters.
Y-Intercept (HK)'s iShares Core MSCI EAFE ETF position peaked at $2.28M in Q3 2022.
1,068 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.