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Calton & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Calton & Associates’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 		$697K Sell
7,221
-3,869
-35% -$372K 0.1% 182
2026
Q1 		$1M Sell
11,090
-1,640
-13% -$153K 0.14% 133
2025
Q4 		$1.14M Buy
12,730
+498
+4% +$44K 0.17% 119
2025
Q3 		$1.07M Sell
12,232
-182
-1% -$15.5K 0.16% 118
2025
Q2 		$1.04M Buy
12,414
+278
+2% +$22.1K 0.18% 104
2025
Q1 		$918K Buy
+12,136
New +$907K 0.21% 97
2024
Q4 		– Sell
-3,057
Closed -$239K – 231
2024
Q3 		$239K Buy
+3,057
New +$229K 0.09% 196
2022
Q2 		– Sell
-8,057
Closed -$560K – 294
2022
Q1 		$560K Sell
8,057
-1,199
-13% -$84.8K 0.17% 148
2021
Q4 		$690K Sell
9,256
-7,671
-45% -$576K 0.18% 140
2021
Q3 		$1.26M Sell
16,927
-6,979
-29% -$531K 0.27% 92
2021
Q2 		$1.79M Buy
23,906
+667
+3% +$50.4K 0.34% 65
2021
Q1 		$1.67M Buy
23,239
+376
+2% +$26.9K 0.33% 61
2020
Q4 		$1.58M Buy
22,863
+3,522
+18% +$228K 0.28% 69
2020
Q3 		$1.17M Buy
19,341
+2,742
+17% +$165K 0.24% 78
2020
Q2 		$949K Buy
+16,599
New +$900K 0.21% 87
2020
Q1 		– Sell
-5,462
Closed -$356K – 339
2019
Q4 		$356K Buy
+5,462
New +$346K 0.07% 224
2018
Q4 		– Sell
-3,548
Closed -$227K – 259
2018
Q3 		$227K Sell
3,548
-1,121
-24% -$71.5K 0.07% 244
2018
Q2 		$301K Sell
4,669
-828
-15% -$54.8K 0.09% 184
2018
Q1 		$362K Sell
5,497
-2,587
-32% -$174K 0.1% 197
2017
Q4 		$568K Buy
+8,084
New +$527K 0.14% 135

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Calton & Associates's IEFA Position: Q2 2026 in Review

Calton & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 35% in Q2 2026, selling an estimated $372K and leaving 7,221 shares worth $697K. The position accounts for 0.1% of the portfolio, ranked #182.

Calton & Associates first reported a position in IEFA in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.79M in Q2 2021. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Calton & Associates held 7,221 shares of iShares Core MSCI EAFE ETF worth $697K as of Q2 2026.
  • Calton & Associates sold 3,869 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $372K.
  • iShares Core MSCI EAFE ETF made up 0.1% of Calton & Associates's portfolio in Q2 2026, its #182 holding.
  • Calton & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 20 quarters since.
  • Calton & Associates's iShares Core MSCI EAFE ETF position peaked at $1.79M in Q2 2021.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.