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 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 $1.37T 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

Callan Family Office's IEFA Position: Q1 2026 in Review

Callan Family Office increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.4% in Q1 2026, buying an estimated $7.26M and bringing the position to 1,007,041 shares worth $91.2M. The position accounts for 2.07% of the portfolio, ranked #8.

Callan Family Office first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Callan Family Office held 1,007,041 shares of iShares Core MSCI EAFE ETF worth $91.2M as of Q1 2026.
Callan Family Office bought 77,742 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.26M.
iShares Core MSCI EAFE ETF made up 2.07% of Callan Family Office's portfolio in Q1 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 14 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.