Cascade Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cascade Financial 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 Q1	$2.17M	Sell	23,998 -32	-0.1%	-$2.99K	0.22%	77
2025 Q4	$2.15M	Sell	24,030 -344	-1%	-$30.4K	0.22%	76
2025 Q3	$2.13M	Hold	24,374	–	–	0.24%	78
2025 Q2	$2.03M	Sell	24,374 -1,007	-4%	-$79.9K	0.24%	79
2025 Q1	$1.92M	Buy	25,381 +1,100	+5%	+$82.3K	0.24%	76
2024 Q4	$1.71M	Sell	24,281 -482	-2%	-$35.6K	0.22%	70
2024 Q3	$1.86M	Buy	24,763 +1,967	+9%	+$147K	0.23%	70
2024 Q2	$1.66M	Hold	22,796	–	–	0.22%	72
2024 Q1	$1.64M	Buy	+22,796	New	+$1.62M	0.24%	68

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cascade Financial Partners's IEFA Position: Q1 2026 in Review

Cascade Financial Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.13% in Q1 2026, selling an estimated $2.99K and leaving 23,998 shares worth $2.17M. The position accounts for 0.22% of the portfolio, ranked #77.

Cascade Financial Partners first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Cascade Financial Partners held 23,998 shares of iShares Core MSCI EAFE ETF worth $2.17M as of Q1 2026.
Cascade Financial Partners sold 32 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.99K.
iShares Core MSCI EAFE ETF made up 0.22% of Cascade Financial Partners's portfolio in Q1 2026, its #77 holding.
Cascade Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.