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Cassaday & Co Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cassaday & Co Wealth 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 		$628K Sell
6,499
-1,507
-19% -$145K 0.01% 203
2026
Q1 		$725K Buy
8,006
+148
+2% +$13.8K 0.02% 175
2025
Q4 		$703K Buy
7,858
+4,534
+136% +$401K 0.01% 183
2025
Q3 		$290K Buy
3,324
+564
+20% +$47.9K 0.01% 284
2025
Q2 		$230K Sell
2,760
-1,357
-33% -$108K 0.01% 312
2025
Q1 		$311K Buy
4,117
+550
+15% +$41.1K 0.01% 252
2024
Q4 		$251K Sell
3,567
-226
-6% -$16.7K 0.01% 280
2024
Q3 		$296K Sell
3,793
-1,215
-24% -$91K 0.01% 241
2024
Q2 		$364K Sell
5,008
-1,025
-17% -$75.4K 0.01% 205
2024
Q1 		$448K Buy
6,033
+2,429
+67% +$173K 0.01% 179
2023
Q4 		$254K Sell
3,604
-22
-0.6% -$1.45K 0.01% 237
2023
Q3 		$233K Buy
3,626
+22
+0.6% +$1.47K 0.01% 228
2023
Q2 		$243K Hold
3,604
– – 0.01% 222
2023
Q1 		$241K Sell
3,604
-646
-15% -$42.4K 0.01% 228
2022
Q4 		$262K Buy
+4,250
New +$250K 0.01% 208

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

Cassaday & Co Wealth Management's IEFA Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $145K and leaving 6,499 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #203.

Cassaday & Co Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $725K in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,499 shares of iShares Core MSCI EAFE ETF worth $628K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 1,507 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $145K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's iShares Core MSCI EAFE ETF position peaked at $725K in Q1 2026.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.