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

Cary Street Partners’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	$6.51M	Sell	67,397 -488	-0.7%	-$46.9K	0.14%	160
2026 Q1	$6.15M	Buy	67,885 +5,534	+9%	+$517K	0.15%	146
2025 Q4	$5.58M	Buy	62,351 +521	+0.8%	+$46.1K	0.14%	162
2025 Q3	$5.4M	Buy	61,830 +9,477	+18%	+$805K	0.14%	159
2025 Q2	$4.37M	Buy	52,353 +18,634	+55%	+$1.48M	0.12%	185
2025 Q1	$2.55M	Sell	33,719 -8,893	-21%	-$665K	0.08%	250
2024 Q4	$2.99M	Buy	+42,612	New	+$3.14M	0.1%	211

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

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

Cary Street Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.72% in Q2 2026, selling an estimated $46.9K and leaving 67,397 shares worth $6.51M. The position accounts for 0.14% of the portfolio, ranked #160.

Cary Street Partners first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cary Street Partners held 67,397 shares of iShares Core MSCI EAFE ETF worth $6.51M as of Q2 2026.
Cary Street Partners sold 488 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $46.9K.
iShares Core MSCI EAFE ETF made up 0.14% of Cary Street Partners's portfolio in Q2 2026, its #160 holding.
Cary Street Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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