Callan Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Callan Family Office’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	$105M	Buy	1,086,316 +79,275	+8%	+$7.61M	2.05%	8
2026 Q1	$91.2M	Buy	1,007,041 +77,742	+8%	+$7.26M	2.07%	8
2025 Q4	$83.1M	Buy	929,299 +118,634	+15%	+$10.5M	1.79%	8
2025 Q3	$70.8M	Sell	810,665 -12,326	-1%	-$1.05M	2.26%	7
2025 Q2	$68.7M	Buy	822,991 +64,894	+9%	+$5.15M	2.17%	6
2025 Q1	$57.4M	Buy	758,097 +4,672	+0.6%	+$349K	4.3%	2
2024 Q4	$53M	Sell	753,425 -18,034	-2%	-$1.33M	3.37%	5
2024 Q3	$60.2M	Buy	771,459 +46,800	+6%	+$3.5M	10.12%	2
2024 Q2	$52.6M	Sell	724,659 -19,067	-3%	-$1.4M	10.11%	2
2024 Q1	$55.2M	Buy	743,726 +61,314	+9%	+$4.36M	12.94%	2
2023 Q4	$48M	Sell	682,412 -35,144	-5%	-$2.32M	11.86%	2
2023 Q3	$46.2M	Buy	717,556 +37,341	+5%	+$2.5M	12.3%	2
2023 Q2	$45.9M	Buy	680,215 +14,811	+2%	+$1M	12.1%	2
2023 Q1	$44.5M	Buy	665,404 +82,022	+14%	+$5.38M	10.79%	2
2022 Q4	$36M	Buy	+583,382	New	+$34.3M	11.6%	2

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

Callan Family Office's IEFA Position: Q2 2026 in Review

Callan Family Office increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.9% in Q2 2026, buying an estimated $7.61M and bringing the position to 1,086,316 shares worth $105M. The position accounts for 2.05% of the portfolio, ranked #8.

Callan Family Office first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Callan Family Office held 1,086,316 shares of iShares Core MSCI EAFE ETF worth $105M as of Q2 2026.
Callan Family Office bought 79,275 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.61M.
iShares Core MSCI EAFE ETF made up 2.05% of Callan Family Office's portfolio in Q2 2026, its #8 holding.
Callan Family Office first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.