CP
IEFA icon

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

Castleview 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
2025
Q1 		– Sell
-225
Closed -$15.8K – 350
2024
Q4 		$15.8K Buy
225
+1
+0.4% +$74 0.01% 507
2024
Q3 		$17.5K Hold
224
– – 0.01% 460
2024
Q2 		$16.3K Hold
224
– – 0.01% 462
2024
Q1 		$16.6K Hold
224
– – 0.01% 483
2023
Q4 		$15.7K Buy
+224
New +$14.8K 0.01% 457
2022
Q2 		– Sell
-63
Closed -$4K – 783
2022
Q1 		$4K Sell
63
-801,708
-100% -$56.7M ﹤0.01% 588
2021
Q4 		$10.7K Buy
+801,771
New +$60.3M 0.09% 87
2021
Q2 		$774K Buy
+10,337
New +$780K 0.34% 58

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Castleview Partners's IEFA Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 225 shares — an estimated $15.8K sold.

Castleview Partners first reported a position in IEFA in Q2 2021 and held it in 8 quarters. The position peaked at $774K in Q2 2021. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Castleview Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 225 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $15.8K.
  • Castleview Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 8 quarters.
  • Castleview Partners's iShares Core MSCI EAFE ETF position peaked at $774K in Q2 2021.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.