CSPIA
IEFA icon

Cary Street Partners Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cary Street Partners Investment Advisory’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 		$93.5K Buy
968
+920
+1,917% +$88.4K 0.02% 505
2026
Q1 		$4.34K Buy
48
+8
+20% +$747 ﹤0.01% 658
2025
Q4 		$3.58K Sell
40
-39
-49% -$3.45K ﹤0.01% 652
2025
Q3 		$6.9K Buy
79
+59
+295% +$5.01K ﹤0.01% 549
2025
Q2 		$1.67K Buy
+20
New +$1.59K ﹤0.01% 571
2024
Q4 		– Sell
-40,151
Closed -$3.13M – 620
2024
Q3 		$3.13M Buy
40,151
+1,256
+3% +$94K 0.12% 196
2024
Q2 		$2.83M Buy
38,895
+1,283
+3% +$94.4K 0.11% 194
2024
Q1 		$2.79M Sell
37,612
-4,530
-11% -$322K 0.12% 192
2023
Q4 		$2.96M Buy
42,142
+14,519
+53% +$957K 0.14% 174
2023
Q3 		$1.78M Buy
27,623
+3,280
+13% +$220K 0.1% 228
2023
Q2 		$1.64M Buy
24,343
+7,661
+46% +$520K 0.11% 199
2023
Q1 		$1.12M Sell
16,682
-1,313
-7% -$86.1K 0.08% 229
2022
Q4 		$1.11M Sell
17,995
-533
-3% -$31.4K 0.08% 221
2022
Q3 		$976K Buy
18,528
+706
+4% +$41.5K 0.08% 229
2022
Q2 		$1.05M Buy
17,822
+1,306
+8% +$83.8K 0.09% 209
2022
Q1 		$1.15M Buy
16,516
+19
+0.1% +$1.34K 0.32% 95
2021
Q4 		$1.23M Sell
16,497
-941
-5% -$70.7K 0.34% 90
2021
Q3 		$1.29M Buy
17,438
+128
+0.7% +$9.74K 0.42% 73
2021
Q2 		$1.3M Sell
17,310
-54
-0.3% -$4.08K 0.42% 73
2021
Q1 		$1.25M Buy
17,364
+1,457
+9% +$104K 0.52% 56
2020
Q4 		$1.1M Sell
15,907
-197
-1% -$12.7K 0.21% 118
2020
Q3 		$971K Buy
16,104
+2,291
+17% +$138K 0.21% 129
2020
Q2 		$789K Sell
13,813
-429
-3% -$23.2K 1.12% 25
2020
Q1 		$710K Sell
14,242
-13,977
-50% -$832K 1.66% 16
2019
Q4 		$1.85M Buy
+28,219
New +$1.79M 2.03% 10
2018
Q4 		$505K Buy
+9,184
New +$539K 0.49% 40

Other funds holding IEFA

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cary Street Partners Investment Advisory's IEFA Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1,917% in Q2 2026, buying an estimated $88.4K and bringing the position to 968 shares worth $93.5K. The position accounts for 0.02% of the portfolio, ranked #505.

Cary Street Partners Investment Advisory first reported a position in IEFA in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.13M in Q3 2024. 1,968 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cary Street Partners Investment Advisory held 968 shares of iShares Core MSCI EAFE ETF worth $93.5K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 920 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $88.4K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #505 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • Cary Street Partners Investment Advisory's iShares Core MSCI EAFE ETF position peaked at $3.13M in Q3 2024.
  • 1,968 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.