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Cahill Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cahill Financial 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 		$1.88M Sell
19,453
-100
-0.5% -$9.61K 0.18% 93
2026
Q1 		$1.77M Buy
19,553
+70
+0.4% +$6.53K 0.19% 84
2025
Q4 		$1.74M Sell
19,483
-3,603
-16% -$319K 0.19% 84
2025
Q3 		$2.02M Buy
23,086
+3,640
+19% +$309K 0.23% 75
2025
Q2 		$1.62M Sell
19,446
-16
-0.1% -$1.27K 0.2% 82
2025
Q1 		$1.47M Hold
19,462
– – 0.2% 85
2024
Q4 		$1.37M Sell
19,462
-684
-3% -$50.5K 0.19% 90
2024
Q3 		$1.57M Sell
20,146
-1,021
-5% -$76.4K 0.22% 79
2024
Q2 		$1.54M Buy
21,167
+660
+3% +$48.6K 0.21% 90
2024
Q1 		$1.52M Sell
20,507
-321
-2% -$22.9K 0.21% 90
2023
Q4 		$1.47M Sell
20,828
-701
-3% -$46.2K 0.22% 92
2023
Q3 		$1.39M Buy
21,529
+28
+0.1% +$1.88K 0.23% 92
2023
Q2 		$1.45M Sell
21,501
-646
-3% -$43.8K 0.23% 89
2023
Q1 		$1.48M Sell
22,147
-806
-4% -$52.8K 0.26% 85
2022
Q4 		$1.41M Sell
22,953
-4,384
-16% -$258K 0.27% 87
2022
Q3 		$1.44M Sell
27,337
-2,647
-9% -$156K 0.3% 76
2022
Q2 		$1.76M Sell
29,984
-1,737
-5% -$111K 0.38% 63
2022
Q1 		$2.21M Buy
31,721
+420
+1% +$29.7K 0.41% 59
2021
Q4 		$2.34M Sell
31,301
-3,284
-9% -$247K 0.45% 52
2021
Q3 		$2.57M Buy
34,585
+4,403
+15% +$335K 0.53% 48
2021
Q2 		$2.26M Buy
30,182
+318
+1% +$24K 0.51% 47
2021
Q1 		$2.15M Sell
29,864
-8,428
-22% -$602K 0.53% 45
2020
Q4 		$2.65M Buy
38,292
+17,643
+85% +$1.14M 0.67% 37
2020
Q3 		$1.25M Sell
20,649
-2,256
-10% -$136K 0.45% 54
2020
Q2 		$1.31M Sell
22,905
-16,758
-42% -$908K 0.51% 51
2020
Q1 		$1.98M Sell
39,663
-23,625
-37% -$1.41M 0.92% 31
2019
Q4 		$4.13M Sell
63,288
-2,369
-4% -$150K 1.5% 16
2019
Q3 		$4.01M Sell
65,657
-19,366
-23% -$1.17M 1.56% 15
2019
Q2 		$5.22M Buy
85,023
+311
+0.4% +$19.1K 2.07% 8
2019
Q1 		$5.15M Buy
84,712
+779
+0.9% +$46K 2.14% 9
2018
Q4 		$4.62M Sell
83,933
-19,484
-19% -$1.14M 2.31% 8
2018
Q3 		$6.63M Buy
103,417
+9,953
+11% +$635K 2.92% 4
2018
Q2 		$5.92M Buy
93,464
+6,739
+8% +$446K 2.73% 5
2018
Q1 		$5.71M Buy
86,725
+26,551
+44% +$1.78M 2.73% 4
2017
Q4 		$3.98M Buy
60,174
+1,667
+3% +$109K 2% 11
2017
Q3 		$3.75M Buy
58,507
+627
+1% +$39.2K 1.99% 11
2017
Q2 		$3.52M Buy
57,880
+6,554
+13% +$396K 1.95% 12
2017
Q1 		$2.98M Buy
51,326
+3,898
+8% +$219K 1.72% 15
2016
Q4 		$2.54M Buy
47,428
+21,135
+80% +$1.13M 1.55% 22
2016
Q3 		$1.45M Buy
26,293
+10,652
+68% +$575K 0.94% 32
2016
Q2 		$812K Buy
15,641
+4,931
+46% +$264K 0.57% 44
2016
Q1 		$570K Buy
+10,710
New +$546K 0.43% 60

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Cahill Financial Advisors's IEFA Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.51% in Q2 2026, selling an estimated $9.61K and leaving 19,453 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #93.

Cahill Financial Advisors first reported a position in IEFA in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.63M in Q3 2018. 2,006 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cahill Financial Advisors held 19,453 shares of iShares Core MSCI EAFE ETF worth $1.88M as of Q2 2026.
  • Cahill Financial Advisors sold 100 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.61K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Cahill Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Cahill Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 42 quarters since.
  • Cahill Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $6.63M in Q3 2018.
  • 2,006 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.