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

Calamos 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	$229K	Sell	2,373 -107,544	-98%	-$10.3M	﹤0.01%	900
2026 Q1	$9.95M	Buy	109,917 +107,544	+4,532%	+$10M	0.04%	400
2025 Q4	$212K	Hold	2,373	–	–	﹤0.01%	840
2025 Q3	$207K	Buy	+2,373	New	+$202K	﹤0.01%	831
2020 Q1	–	Sell	-3,884	Closed	-$253K	–	742
2019 Q4	$253K	Hold	3,884	–	–	﹤0.01%	747
2019 Q3	$237K	Hold	3,884	–	–	﹤0.01%	734
2019 Q2	$238K	Sell	3,884 -307	-7%	-$18.8K	﹤0.01%	722
2019 Q1	$255K	Sell	4,191 -4,249	-50%	-$251K	﹤0.01%	636
2018 Q4	$464K	Buy	8,440 +1,490	+21%	+$87.4K	﹤0.01%	586
2018 Q3	$445K	Sell	6,950 -32,138	-82%	-$2.05M	﹤0.01%	598
2018 Q2	$2.48M	Buy	39,088 +4,084	+12%	+$270K	0.02%	534
2018 Q1	$2.31M	Buy	35,004 +7,693	+28%	+$517K	0.02%	532
2017 Q4	$1.8M	Buy	27,311 +2,771	+11%	+$181K	0.01%	531
2017 Q3	$1.57M	Buy	24,540 +1,094	+5%	+$68.4K	0.01%	522
2017 Q2	$1.43M	Buy	23,446 +1,911	+9%	+$115K	0.01%	542
2017 Q1	$1.25M	Buy	21,535 +2,780	+15%	+$156K	0.01%	541
2016 Q4	$1.01M	Buy	+18,755	New	+$1.01M	0.01%	559

Other funds holding IEFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Calamos Advisors's IEFA Position: Q2 2026 in Review

Calamos Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 98% in Q2 2026, selling an estimated $10.3M and leaving 2,373 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Calamos Advisors first reported a position in IEFA in Q4 2016 and has held it in 17 quarters since. The position peaked at $9.95M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Calamos Advisors held 2,373 shares of iShares Core MSCI EAFE ETF worth $229K as of Q2 2026.
Calamos Advisors sold 107,544 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.3M.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Calamos Advisors's portfolio in Q2 2026, its #900 holding.
Calamos Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 17 quarters since.
Calamos Advisors's iShares Core MSCI EAFE ETF position peaked at $9.95M in Q1 2026.
1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.