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

Cahill 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
2025 Q1	$232K	Hold	3,061	–	–	0.12%	48
2024 Q4	$215K	Buy	3,061 +47	+2%	+$3.47K	0.11%	48
2024 Q3	$235K	Sell	3,014 -1,028	-25%	-$77K	0.12%	47
2024 Q2	$294K	Buy	4,042 +70	+2%	+$5.15K	0.18%	42
2024 Q1	$295K	Hold	3,972	–	–	0.17%	42
2023 Q4	$279K	Buy	3,972 +52	+1%	+$3.43K	0.19%	39
2023 Q3	$252K	Buy	+3,920	New	+$262K	0.19%	38
2022 Q4	–	Sell	-3,854	Closed	-$202K	–	50
2022 Q3	$202K	Hold	3,854	–	–	0.18%	40
2022 Q2	$226K	Buy	3,854 +82	+2%	+$5.26K	0.19%	40
2022 Q1	$262K	Buy	+3,772	New	+$267K	0.19%	34

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cahill Wealth Management's IEFA Position: Q1 2025 in Review

Cahill Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2025 at 3,061 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #48.

Cahill Wealth Management first reported a position in IEFA in Q1 2022 and has held it in 10 quarters since. The position peaked at $295K in Q1 2024. 2,038 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Cahill Wealth Management held 3,061 shares of iShares Core MSCI EAFE ETF worth $232K as of Q1 2025.
Cahill Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2025.
iShares Core MSCI EAFE ETF made up 0.12% of Cahill Wealth Management's portfolio in Q1 2025, its #48 holding.
Cahill Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 10 quarters since.
Cahill Wealth Management's iShares Core MSCI EAFE ETF position peaked at $295K in Q1 2024.
2,038 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.