Cairn Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cairn Investment Group’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	$381K	Hold	4,211	–	–	0.19%	47
2025 Q4	$377K	Hold	4,211	–	–	0.18%	54
2025 Q3	$368K	Sell	4,211 -600	-12%	-$51K	0.17%	56
2025 Q2	$402K	Hold	4,811	–	–	0.21%	55
2025 Q1	$364K	Hold	4,811	–	–	0.21%	54
2024 Q4	$338K	Hold	4,811	–	–	0.2%	61
2024 Q3	$375K	Hold	4,811	–	–	0.21%	56
2024 Q2	$349K	Sell	4,811 -241	-5%	-$17.7K	0.2%	57
2024 Q1	$375K	Sell	5,052 -55	-1%	-$3.92K	0.22%	57
2023 Q4	$359K	Hold	5,107	–	–	0.22%	53
2023 Q3	$329K	Hold	5,107	–	–	0.22%	53
2023 Q2	$345K	Hold	5,107	–	–	0.22%	52
2023 Q1	$341K	Hold	5,107	–	–	0.24%	51
2022 Q4	$315K	Sell	5,107 -28	-0.5%	-$1.65K	0.23%	58
2022 Q3	$270K	Hold	5,135	–	–	0.22%	63
2022 Q2	$302K	Buy	5,135 +1,000	+24%	+$64.2K	0.23%	66
2022 Q1	$287K	Buy	+4,135	New	+$292K	0.18%	67

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cairn Investment Group's IEFA Position: Q1 2026 in Review

Cairn Investment Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 4,211 shares worth $381K. The position accounts for 0.19% of the portfolio, ranked #47.

Cairn Investment Group first reported a position in IEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $402K in Q2 2025. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Cairn Investment Group held 4,211 shares of iShares Core MSCI EAFE ETF worth $381K as of Q1 2026.
Cairn Investment Group left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.19% of Cairn Investment Group's portfolio in Q1 2026, its #47 holding.
Cairn Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
Cairn Investment Group's iShares Core MSCI EAFE ETF position peaked at $402K in Q2 2025.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Cairn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.