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YHB Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

YHB Investment 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 		$14.8M Sell
153,211
-896
-0.6% -$86.1K 0.95% 30
2026
Q1 		$14M Buy
154,107
+9,594
+7% +$895K 1% 27
2025
Q4 		$12.9M Buy
144,513
+17,736
+14% +$1.57M 0.89% 30
2025
Q3 		$11.1M Buy
126,777
+13,540
+12% +$1.15M 0.81% 31
2025
Q2 		$9.45M Buy
113,237
+19,773
+21% +$1.57M 0.73% 33
2025
Q1 		$7.07M Sell
93,464
-51
-0.1% -$3.81K 0.59% 45
2024
Q4 		$6.57M Buy
93,515
+173
+0.2% +$12.8K 0.54% 46
2024
Q3 		$7.29M Buy
93,342
+1,288
+1% +$96.4K 0.6% 42
2024
Q2 		$6.69M Buy
92,054
+1,134
+1% +$83.4K 0.58% 44
2024
Q1 		$6.75M Sell
90,920
-2,726
-3% -$194K 0.6% 44
2023
Q4 		$6.59M Buy
93,646
+2,269
+2% +$150K 0.64% 40
2023
Q3 		$5.88M Buy
91,377
+1,828
+2% +$122K 0.54% 49
2023
Q2 		$6.04M Buy
89,549
+10,822
+14% +$734K 0.56% 48
2023
Q1 		$5.26M Buy
78,727
+2,020
+3% +$132K 0.53% 54
2022
Q4 		$4.73M Buy
76,707
+26,672
+53% +$1.57M 0.5% 56
2022
Q3 		$2.63M Buy
50,035
+780
+2% +$45.9K 0.29% 91
2022
Q2 		$2.9M Buy
49,255
+4,935
+11% +$317K 0.31% 84
2022
Q1 		$3.08M Buy
44,320
+20,410
+85% +$1.44M 0.27% 93
2021
Q4 		$1.78M Buy
23,910
+1,733
+8% +$130K 0.14% 140
2021
Q3 		$1.65M Buy
22,177
+1,267
+6% +$96.4K 0.14% 137
2021
Q2 		$1.56M Sell
20,910
-535
-2% -$40.4K 0.13% 145
2021
Q1 		$1.62M Sell
21,445
-3,388
-14% -$242K 0.14% 141
2020
Q4 		$1.72M Buy
24,833
+880
+4% +$56.9K 0.16% 124
2020
Q3 		$1.44M Buy
+23,953
New +$1.44M 0.16% 124

Other funds holding IEFA

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

YHB Investment Advisors's IEFA Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.58% in Q2 2026, selling an estimated $86.1K and leaving 153,211 shares worth $14.8M. The position accounts for 0.95% of the portfolio, ranked #30.

YHB Investment Advisors first reported a position in IEFA in Q3 2020 and has held it in 24 quarters since. 442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • YHB Investment Advisors held 153,211 shares of iShares Core MSCI EAFE ETF worth $14.8M as of Q2 2026.
  • YHB Investment Advisors sold 896 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $86.1K.
  • iShares Core MSCI EAFE ETF made up 0.95% of YHB Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • YHB Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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