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Cauble & Harre Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cauble & Harre Wealth Management’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 		– Sell
-2,386
Closed -$213K – 76
2025
Q4 		$213K Buy
+2,386
New +$211K 0.18% 68

Other funds holding IEFA

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Cauble & Harre Wealth Management's IEFA Position: Q1 2026 in Review

Cauble & Harre Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,386 shares — an estimated $213K sold.

Cauble & Harre Wealth Management first reported a position in IEFA in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Cauble & Harre Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Cauble & Harre Wealth Management sold 2,386 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $213K.
  • Cauble & Harre Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Cauble & Harre Wealth Management's iShares Core MSCI EAFE ETF position peaked at $213K in Q4 2025.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.