Cabot Wealth Management
IEFA icon

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
Q3 		$12.4M Sell
127,886
-372
-0.3% -$36.7K 1.24% 32
2026
Q2 		$12.4M Buy
128,258
+20,811
+19% +$2M 1.26% 33
2026
Q1 		$9.7M 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 		$4.28M 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cabot Wealth Management's IEFA Position: Q3 2026 in Review

Cabot Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.29% in Q3 2026, selling an estimated $36.7K and leaving 127,886 shares worth $12.4M. The position accounts for 1.24% of the portfolio, ranked #32.

Cabot Wealth Management first reported a position in IEFA in Q4 2013 and has held it in 39 quarters since. 2,051 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Cabot Wealth Management held 127,886 shares of iShares Core MSCI EAFE ETF worth $12.4M as of Q3 2026.
  • Cabot Wealth Management sold 372 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $36.7K.
  • iShares Core MSCI EAFE ETF made up 1.24% of Cabot Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Cabot Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2013 and has held it in 39 quarters since.
  • 2,051 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.