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Cabot Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cabot Wealth 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
Q1 		$9.73M Buy
107,447
+89,481
+498% +$8.35M 1.12% 36
2025
Q4 		$1.61M Buy
17,966
+947
+6% +$83.7K 0.18% 86
2025
Q3 		$1.49M Buy
17,019
+63
+0.4% +$5.35K 0.16% 94
2025
Q2 		$1.42M Sell
16,956
-114
-0.7% -$9.05K 0.17% 92
2025
Q1 		$1.29M Sell
17,070
-234
-1% -$17.5K 0.16% 89
2024
Q4 		$1.22M Sell
17,304
-5
-0% -$369 0.15% 91
2024
Q3 		$1.35M Buy
17,309
+92
+0.5% +$6.89K 0.17% 94
2024
Q2 		$1.25M Sell
17,217
-495
-3% -$36.4K 0.16% 92
2024
Q1 		$1.31M Sell
17,712
-61
-0.3% -$4.34K 0.17% 92
2023
Q4 		$1.25M Sell
17,773
-1,777
-9% -$117K 0.17% 88
2023
Q3 		$1.26M Sell
19,550
-379
-2% -$25.4K 0.19% 87
2023
Q2 		$1.34M Sell
19,929
-744
-4% -$50.5K 0.2% 87
2023
Q1 		$1.38M Sell
20,673
-4,264
-17% -$280K 0.22% 86
2022
Q4 		$1.54M Sell
24,937
-2,076
-8% -$122K 0.26% 84
2022
Q3 		$1.42M Sell
27,013
-3,311
-11% -$195K 0.24% 79
2022
Q2 		$1.78M Sell
30,324
-1,095
-3% -$70.3K 0.28% 77
2022
Q1 		$2.18M Sell
31,419
-5,252
-14% -$372K 0.29% 77
2021
Q4 		$2.74M Sell
36,671
-2,436
-6% -$183K 0.35% 70
2021
Q3 		$2.9M Hold
39,107
– – 0.39% 66
2021
Q2 		$2.93M Sell
39,107
-6,233
-14% -$471K 0.39% 64
2021
Q1 		$3.27M Sell
45,340
-239
-0.5% -$17.1K 0.46% 57
2020
Q4 		$3.15M Sell
45,579
-242
-0.5% -$15.6K 0.48% 58
2020
Q3 		$2.76M Sell
45,821
-729
-2% -$44K 0.5% 58
2020
Q2 		$2.66M Sell
46,550
-27,241
-37% -$1.48M 0.53% 56
2020
Q1 		$3.68M Buy
73,791
+7,616
+12% +$453K 0.88% 45
2019
Q4 		$4.32M Sell
66,175
-533
-0.8% -$33.8K 0.83% 47
2019
Q3 		$4.07M Sell
66,708
-3,070
-4% -$185K 0.86% 45
2019
Q2 		$4.29M Buy
69,778
+906
+1% +$55.5K 0.9% 40
2019
Q1 		$4.18M Sell
68,872
-6,401
-9% -$378K 0.92% 37
2018
Q4 		$4.14M Buy
75,273
+71,765
+2,046% +$4.21M 1.01% 36
2018
Q3 		$225K Buy
+3,508
New +$224K 0.05% 116
2015
Q4 		– Sell
-3,963
Closed -$209K – 143
2015
Q3 		$209K Buy
+3,963
New +$225K 0.06% 135
2015
Q1 		– Sell
-4,880
Closed -$270K – 149
2014
Q4 		$270K Sell
4,880
-3,344
-41% -$190K 0.07% 134
2014
Q3 		$479K Sell
8,224
-953
-10% -$57.8K 0.12% 120
2014
Q2 		$571K Sell
9,177
-271
-3% -$16.8K 0.14% 113
2014
Q1 		$577K Buy
9,448
+4,967
+111% +$298K 0.15% 118
2013
Q4 		$272K Buy
+4,481
New +$265K 0.07% 147

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

Cabot Wealth Management's IEFA Position: Q1 2026 in Review

Cabot Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 498% in Q1 2026, buying an estimated $8.35M and bringing the position to 107,447 shares worth $9.73M. The position accounts for 1.12% of the portfolio, ranked #36.

Cabot Wealth Management first reported a position in IEFA in Q4 2013 and has held it in 37 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Cabot Wealth Management held 107,447 shares of iShares Core MSCI EAFE ETF worth $9.73M as of Q1 2026.
  • Cabot Wealth Management bought 89,481 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.35M.
  • iShares Core MSCI EAFE ETF made up 1.12% of Cabot Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Cabot Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2013 and has held it in 37 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.