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Canvas Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Canvas Wealth Advisors’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 		$4.67M Sell
48,375
-940
-2% -$90.3K 0.65% 30
2026
Q1 		$4.46M Sell
49,315
-11,026
-18% -$1.03M 0.76% 27
2025
Q4 		$5.4M Buy
60,341
+1,532
+3% +$135K 0.92% 24
2025
Q3 		$5.22M Sell
58,809
-136
-0.2% -$11.6K 0.95% 22
2025
Q2 		$4.92M Buy
58,945
+895
+2% +$71K 0.97% 22
2025
Q1 		$4.45M Sell
58,050
-5,155
-8% -$385K 1.14% 23
2024
Q4 		$4.44M Buy
63,205
+9,964
+19% +$735K 1.12% 24
2024
Q3 		$4.16M Buy
53,241
+5,290
+11% +$396K 1.15% 23
2024
Q2 		$3.54M Buy
47,951
+7,591
+19% +$559K 1.09% 23
2024
Q1 		$2.86M Buy
40,360
+2,297
+6% +$164K 0.96% 27
2023
Q4 		$2.67M Buy
38,063
+5,335
+16% +$352K 0.97% 27
2023
Q3 		$2.03M Sell
32,728
-387
-1% -$25.9K 0.83% 26
2023
Q2 		$2.28M Buy
33,115
+2,378
+8% +$161K 0.85% 26
2023
Q1 		$2.11M Sell
30,737
-4,768
-13% -$313K 0.89% 26
2022
Q4 		$2.35M Sell
35,505
-2,664
-7% -$157K 0.98% 22
2022
Q3 		$2.15M Sell
38,169
-6,051
-14% -$356K 0.91% 26
2022
Q2 		$2.6M Sell
44,220
-44,200
-50% -$2.84M 1.05% 22
2022
Q1 		$5.75M Sell
88,420
-55,151
-38% -$3.9M 2.1% 9
2021
Q4 		$10.7M Buy
143,571
+7,235
+5% +$544K 3.86% 6
2021
Q3 		$10.1M Buy
136,336
+40,143
+42% +$3.05M 4.14% 6
2021
Q2 		$7.2M Buy
96,193
+73,269
+320% +$5.53M 3.23% 6
2021
Q1 		$1.69M Buy
+22,924
New +$1.64M 0.99% 28

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

Canvas Wealth Advisors's IEFA Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, selling an estimated $90.3K and leaving 48,375 shares worth $4.67M. The position accounts for 0.65% of the portfolio, ranked #30.

Canvas Wealth Advisors first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Canvas Wealth Advisors held 48,375 shares of iShares Core MSCI EAFE ETF worth $4.67M as of Q2 2026.
  • Canvas Wealth Advisors sold 940 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $90.3K.
  • iShares Core MSCI EAFE ETF made up 0.65% of Canvas Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Canvas Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Canvas Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $10.7M in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.