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Cassady Wealth & Retirement Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cassady Wealth & Retirement Planning’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 		$271K Sell
2,803
-38
-1% -$3.65K 0.13% 88
2026
Q1 		$271K Buy
2,841
+28
+1% +$2.61K 0.14% 89
2025
Q4 		$252K Buy
+2,813
New +$249K 0.16% 86

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

Cassady Wealth & Retirement Planning's IEFA Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $3.65K and leaving 2,803 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #88.

Cassady Wealth & Retirement Planning first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 2,803 shares of iShares Core MSCI EAFE ETF worth $271K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 38 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #88 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's iShares Core MSCI EAFE ETF position peaked at $271K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.