CWM
IEFA icon

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

Cahaba 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
Q2 		$6.03M Buy
62,437
+480
+0.8% +$46.1K 0.36% 22
2026
Q1 		$5.61M Sell
61,957
-1,387
-2% -$129K 0.38% 20
2025
Q4 		$5.67M Buy
63,344
+364
+0.6% +$32.2K 0.39% 21
2025
Q3 		$5.5M Buy
62,980
+2,292
+4% +$195K 0.4% 23
2025
Q2 		$5.07M Sell
60,688
-1,742
-3% -$138K 0.39% 23
2025
Q1 		$4.72M Sell
62,430
-1,202
-2% -$89.9K 0.39% 23
2024
Q4 		$4.47M Buy
63,632
+322
+0.5% +$23.8K 0.37% 24
2024
Q3 		$4.94M Sell
63,310
-13,377
-17% -$1M 0.41% 24
2024
Q2 		$5.57M Buy
76,687
+263
+0.3% +$19.4K 0.49% 22
2024
Q1 		$5.67M Sell
76,424
-725
-0.9% -$51.6K 0.52% 21
2023
Q4 		$5.43M Buy
77,149
+228
+0.3% +$15K 0.54% 19
2023
Q3 		$4.95M Buy
76,921
+107
+0.1% +$7.16K 0.55% 20
2023
Q2 		$5.18M Sell
76,814
-8,875
-10% -$602K 0.56% 21
2023
Q1 		$5.73M Sell
85,689
-16,603
-16% -$1.09M 0.66% 20
2022
Q4 		$6.31M Buy
102,292
+4,796
+5% +$282K 0.78% 16
2022
Q3 		$5.13M Sell
97,496
-2,654
-3% -$156K 0.71% 17
2022
Q2 		$5.89M Buy
100,150
+3,290
+3% +$211K 0.84% 14
2022
Q1 		$6.28M Buy
96,860
+5,814
+6% +$411K 0.86% 13
2021
Q4 		$6.8M Buy
91,046
+8,581
+10% +$645K 0.9% 16
2021
Q3 		$6.12M Buy
82,465
+2,941
+4% +$224K 0.9% 16
2021
Q2 		$6.01M Sell
79,524
-1,322
-2% -$99.8K 0.93% 16
2021
Q1 		$5.83M Buy
80,846
+3,837
+5% +$274K 0.9% 16
2020
Q4 		$5.48M Buy
77,009
+28,550
+59% +$1.85M 0.9% 17
2020
Q3 		$2.92M Buy
48,459
+1,868
+4% +$113K 0.58% 23
2020
Q2 		$2.82M Sell
46,591
-2,236
-5% -$121K 0.58% 21
2020
Q1 		$2.44M Buy
48,827
+20,985
+75% +$1.25M 0.62% 20
2019
Q4 		$1.82M Buy
27,842
+157
+0.6% +$9.96K 0.4% 27
2019
Q3 		$1.69M Sell
27,685
-230
-0.8% -$13.9K 0.4% 28
2019
Q2 		$1.71M Buy
27,915
+401
+1% +$24.6K 0.43% 27
2019
Q1 		$1.67M Sell
27,514
-18,975
-41% -$1.12M 0.45% 24
2018
Q4 		$2.56M Buy
46,489
+28,195
+154% +$1.65M 0.79% 18
2018
Q3 		$1.17M Buy
18,294
+8,357
+84% +$533K 0.38% 27
2018
Q2 		$638K Buy
9,937
+5,457
+122% +$361K 0.22% 40
2018
Q1 		$290K Buy
4,480
+869
+24% +$58.4K 0.11% 51
2017
Q4 		$238K Buy
3,611
+25
+0.7% +$1.63K 0.1% 52
2017
Q3 		$230K Buy
+3,586
New +$224K 0.11% 50

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cahaba Wealth Management's IEFA Position: Q2 2026 in Review

Cahaba Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.77% in Q2 2026, buying an estimated $46.1K and bringing the position to 62,437 shares worth $6.03M. The position accounts for 0.36% of the portfolio, ranked #22.

Cahaba Wealth Management first reported a position in IEFA in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.8M in Q4 2021. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cahaba Wealth Management held 62,437 shares of iShares Core MSCI EAFE ETF worth $6.03M as of Q2 2026.
  • Cahaba Wealth Management bought 480 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $46.1K.
  • iShares Core MSCI EAFE ETF made up 0.36% of Cahaba Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Cahaba Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 36 quarters since.
  • Cahaba Wealth Management's iShares Core MSCI EAFE ETF position peaked at $6.8M in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.