Caldwell Sutter Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Caldwell Sutter Capital’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	$79.7K	Sell	825 -190	-19%	-$18.3K	0.03%	337
2026 Q1	$91.8K	Sell	1,015 -27	-3%	-$2.52K	0.04%	310
2025 Q4	$93.2K	Buy	1,042 +8	+0.8%	+$707	0.04%	291
2025 Q3	$90.3K	Sell	1,034 -20	-2%	-$1.7K	0.04%	297
2025 Q2	$88K	Hold	1,054	–	–	0.04%	296
2025 Q1	$79.7K	Hold	1,054	–	–	0.04%	299
2024 Q4	$74.1K	Hold	1,054	–	–	0.03%	309
2024 Q3	$82.3K	Hold	1,054	–	–	0.04%	302
2024 Q2	$76.6K	Hold	1,054	–	–	0.04%	297
2024 Q1	$78.2K	Hold	1,054	–	–	0.04%	301
2023 Q4	$74.1K	Hold	1,054	–	–	0.04%	304
2023 Q3	$67.8K	Buy	1,054 +233	+28%	+$15.6K	0.04%	299
2023 Q2	$55.4K	Buy	821 +502	+157%	+$34K	0.03%	311
2023 Q1	$21.3K	Buy	+319	New	+$20.9K	0.02%	329

Other funds holding IEFA

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

Caldwell Sutter Capital's IEFA Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $18.3K and leaving 825 shares worth $79.7K. The position accounts for 0.03% of the portfolio, ranked #337.

Caldwell Sutter Capital first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $93.2K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Caldwell Sutter Capital held 825 shares of iShares Core MSCI EAFE ETF worth $79.7K as of Q2 2026.
Caldwell Sutter Capital sold 190 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $18.3K.
iShares Core MSCI EAFE ETF made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #337 holding.
Caldwell Sutter Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's iShares Core MSCI EAFE ETF position peaked at $93.2K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.