Catalina Capital Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Catalina Capital 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 Q1	$207K	Buy	+2,286	New	+$213K	0.12%	152
2024 Q4	–	Sell	-3,155	Closed	-$246K	–	377
2024 Q3	$246K	Sell	3,155 -25	-0.8%	-$1.87K	0.08%	250
2024 Q2	$231K	Buy	3,180 +91	+3%	+$6.7K	0.09%	233
2024 Q1	$229K	Buy	3,089 +36	+1%	+$2.56K	0.1%	229
2023 Q4	$215K	Buy	+3,053	New	+$201K	0.14%	133

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Catalina Capital Group's IEFA Position: Q1 2026 in Review

Catalina Capital Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 2,286 shares worth $207K. The stake represents 0.12% of the portfolio and ranks #152 among its holdings. This is a return to the name: Catalina Capital Group previously reported a position in IEFA as recently as Q3 2024.

Catalina Capital Group first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $246K in Q3 2024. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Catalina Capital Group held 2,286 shares of iShares Core MSCI EAFE ETF worth $207K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Catalina Capital Group position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.12% of Catalina Capital Group's portfolio in Q1 2026, its #152 holding.
Catalina Capital Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
Catalina Capital Group's iShares Core MSCI EAFE ETF position peaked at $246K in Q3 2024.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.