Caliber Wealth Management (Kansas)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Caliber Wealth Management (Kansas)’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	$20.3M	Buy	210,043 +5,976	+3%	+$574K	1.96%	11
2026 Q1	$18.5M	Sell	204,067 -4,174	-2%	-$390K	2.02%	10
2025 Q4	$18.6M	Buy	208,241 +17,125	+9%	+$1.51M	2%	11
2025 Q3	$16.7M	Buy	191,116 +12,491	+7%	+$1.06M	1.86%	11
2025 Q2	$14.9M	Buy	178,625 +11,109	+7%	+$882K	1.6%	13
2025 Q1	$12.7M	Buy	+167,516	New	+$12.5M	1.73%	11

Other funds holding IEFA

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IEFA Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, buying an estimated $574K and bringing the position to 210,043 shares worth $20.3M. The position accounts for 1.96% of the portfolio, ranked #11.

Caliber Wealth Management (Kansas) first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Caliber Wealth Management (Kansas) held 210,043 shares of iShares Core MSCI EAFE ETF worth $20.3M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 5,976 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $574K.
iShares Core MSCI EAFE ETF made up 1.96% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #11 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.