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Cassilly Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cassilly Financial Group’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
Q3 		$21.9M Buy
226,133
+52,385
+30% +$5.17M 14.71% 1
2026
Q2 		$16.8M Buy
173,748
+8,981
+5% +$863K 12.18% 1
2026
Q1 		$14.9M Buy
164,767
+6,787
+4% +$633K 12.94% 1
2025
Q4 		$14.1M Buy
+157,980
New +$14M 12.49% 1

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cassilly Financial Group's IEFA Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q3 2026, buying an estimated $5.17M and bringing the position to 226,133 shares worth $21.9M. The position accounts for 14.71% of the portfolio, ranked #1.

Cassilly Financial Group first reported a position in IEFA in Q4 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Cassilly Financial Group held 226,133 shares of iShares Core MSCI EAFE ETF worth $21.9M as of Q3 2026.
  • Cassilly Financial Group bought 52,385 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $5.17M.
  • iShares Core MSCI EAFE ETF made up 14.71% of Cassilly Financial Group's portfolio in Q3 2026, its #1 holding.
  • Cassilly Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.