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C.M. Bidwell & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

C.M. Bidwell & Associates’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
Q1 		$1.3M Sell
14,308
-6
-0% -$560 0.6% 33
2025
Q4 		$1.28M Buy
14,314
+33
+0.2% +$2.92K 0.6% 33
2025
Q3 		$1.25M Sell
14,281
-16
-0.1% -$1.36K 0.6% 33
2025
Q2 		$1.19M Sell
14,297
-13
-0.1% -$1.03K 0.62% 34
2025
Q1 		$1.08M Hold
14,310
– – 0.65% 33
2024
Q4 		$1.01M Buy
14,310
+10
+0.1% +$738 0.61% 36
2024
Q3 		$1.12M Sell
14,300
-1,490
-9% -$112K 0.68% 32
2024
Q2 		$1.15M Sell
15,790
-224
-1% -$16.5K 0.77% 33
2024
Q1 		$1.19M Hold
16,014
– – 0.81% 32
2023
Q4 		$1.13M Sell
16,014
-37
-0.2% -$2.44K 0.84% 28
2023
Q3 		$1.03M Sell
16,051
-991
-6% -$66.4K 0.79% 28
2023
Q2 		$1.15M Sell
17,042
-447
-3% -$30.3K 0.84% 27
2023
Q1 		$1.17M Sell
17,489
-438
-2% -$28.7K 0.89% 26
2022
Q4 		$1.11M Sell
17,927
-327
-2% -$19.2K 0.87% 27
2022
Q3 		$961K Buy
18,254
+1,699
+10% +$99.9K 0.8% 29
2022
Q2 		$974K Buy
16,555
+577
+4% +$37K 0.77% 31
2022
Q1 		$1.11M Buy
15,978
+303
+2% +$21.4K 0.73% 32
2021
Q4 		$1.17M Buy
15,675
+3,582
+30% +$269K 0.72% 31
2021
Q3 		$898K Sell
12,093
-9,677
-44% -$736K 0.6% 28
2021
Q2 		$1.63M Buy
21,770
+9,903
+83% +$748K 1.07% 22
2021
Q1 		$855K Buy
11,867
+829
+8% +$59.2K 0.62% 33
2020
Q4 		$763K Buy
11,038
+1,372
+14% +$88.7K 0.63% 33
2020
Q3 		$583K Sell
9,666
-305
-3% -$18.4K 0.54% 31
2020
Q2 		$570K Buy
9,971
+1,877
+23% +$102K 0.52% 33
2020
Q1 		$404K Buy
8,094
+2,933
+57% +$175K 0.43% 55
2019
Q4 		$337K Buy
5,161
+3,850
+294% +$244K 0.3% 82
2019
Q3 		$80K Hold
1,311
– – 0.08% 200
2019
Q2 		$80K Hold
1,311
– – 0.08% 196
2019
Q1 		$80K Hold
1,311
– – 0.08% 198
2018
Q4 		$72K Buy
1,311
+1,146
+695% +$67.2K 0.08% 217
2018
Q3 		$11K Buy
+165
New +$10.5K 0.01% 294

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

C.M. Bidwell & Associates's IEFA Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q1 2026, selling an estimated $560 and leaving 14,308 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #33.

C.M. Bidwell & Associates first reported a position in IEFA in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.63M in Q2 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • C.M. Bidwell & Associates held 14,308 shares of iShares Core MSCI EAFE ETF worth $1.3M as of Q1 2026.
  • C.M. Bidwell & Associates sold 6 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $560.
  • iShares Core MSCI EAFE ETF made up 0.6% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #33 holding.
  • C.M. Bidwell & Associates first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 31 quarters since.
  • C.M. Bidwell & Associates's iShares Core MSCI EAFE ETF position peaked at $1.63M in Q2 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.