Catalyst Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Catalyst Private Wealth’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	$1.18M	Hold	12,211	–	–	0.57%	34
2026 Q1	$1.11M	Buy	12,211 +2,266	+23%	+$211K	0.6%	32
2025 Q4	$890K	Hold	9,945	–	–	0.39%	34
2025 Q3	$868K	Hold	9,945	–	–	0.38%	33
2025 Q2	$830K	Buy	9,945 +1,063	+12%	+$84.4K	0.37%	35
2025 Q1	$672K	Sell	8,882 -33	-0.4%	-$2.47K	0.33%	40
2024 Q4	$627K	Hold	8,915	–	–	0.28%	42
2024 Q3	$696K	Hold	8,915	–	–	0.34%	41
2024 Q2	$648K	Sell	8,915 -49	-0.5%	-$3.61K	0.34%	47
2024 Q1	$665K	Sell	8,964 -186	-2%	-$13.2K	0.35%	42
2023 Q4	$644K	Hold	9,150	–	–	0.3%	46
2023 Q3	$589K	Sell	9,150 -57	-0.6%	-$3.82K	0.35%	44
2023 Q2	$621K	Sell	9,207 -98	-1%	-$6.65K	0.39%	41
2023 Q1	$622K	Buy	9,305 +943	+11%	+$61.8K	0.43%	40
2022 Q4	$515K	Buy	8,362 +212	+3%	+$12.5K	0.42%	42
2022 Q3	$429K	Hold	8,150	–	–	0.32%	48
2022 Q2	$480K	Hold	8,150	–	–	0.34%	50
2022 Q1	$567K	Hold	8,150	–	–	0.28%	50
2021 Q4	$608K	Hold	8,150	–	–	0.26%	45
2021 Q3	$605K	Hold	8,150	–	–	0.26%	41
2021 Q2	$610K	Buy	+8,150	New	+$615K	0.34%	38

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Catalyst Private Wealth's IEFA Position: Q2 2026 in Review

Catalyst Private Wealth held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 12,211 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #34.

Catalyst Private Wealth first reported a position in IEFA in Q2 2021 and has held it in 21 quarters since. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Catalyst Private Wealth held 12,211 shares of iShares Core MSCI EAFE ETF worth $1.18M as of Q2 2026.
Catalyst Private Wealth left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.57% of Catalyst Private Wealth's portfolio in Q2 2026, its #34 holding.
Catalyst Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.