Cardinal Point Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cardinal Point Capital Management’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	$552K	Buy	5,719 +336	+6%	+$32.3K	0.03%	176
2026 Q1	$487K	Buy	5,383 +942	+21%	+$87.9K	0.03%	177
2025 Q4	$397K	Sell	4,441 -4	-0.1%	-$354	0.03%	174
2025 Q3	$386K	Buy	4,445 +357	+9%	+$30.3K	0.03%	181
2025 Q2	$341K	Sell	4,088 -417	-9%	-$33.1K	0.03%	171
2025 Q1	$341K	Buy	4,505 +1,220	+37%	+$91.2K	0.03%	142
2024 Q4	$231K	Buy	3,285 +55	+2%	+$4.06K	0.04%	82
2024 Q3	$252K	Hold	3,230	–	–	0.04%	72
2024 Q2	$235K	Buy	3,230 +152	+5%	+$11.2K	0.04%	68
2024 Q1	$228K	Sell	3,078 -68	-2%	-$4.84K	0.04%	68
2023 Q4	$221K	Sell	3,146 -120	-4%	-$7.91K	0.05%	63
2023 Q3	$210K	Buy	3,266 +120	+4%	+$8.04K	0.06%	64
2023 Q2	$212K	Buy	+3,146	New	+$213K	0.06%	63

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

Cardinal Point Capital Management's IEFA Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2026, buying an estimated $32.3K and bringing the position to 5,719 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #176.

Cardinal Point Capital Management first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cardinal Point Capital Management held 5,719 shares of iShares Core MSCI EAFE ETF worth $552K as of Q2 2026.
Cardinal Point Capital Management bought 336 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $32.3K.
iShares Core MSCI EAFE ETF made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #176 holding.
Cardinal Point Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.