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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cassaday & Co Wealth Management's IEFA Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, buying an estimated $13.8K and bringing the position to 8,006 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #175.

Cassaday & Co Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Cassaday & Co Wealth Management held 8,006 shares of iShares Core MSCI EAFE ETF worth $725K as of Q1 2026.
  • Cassaday & Co Wealth Management bought 148 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $13.8K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.