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Causey Wealth LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Causey Wealth LLC’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 		– Sell
-2,228
Closed -$202K – 84
2026
Q1 		$202K Sell
2,228
-305
-12% -$28.5K 0.09% 81
2025
Q4 		$227K Buy
2,533
+33
+1% +$2.92K 0.1% 67
2025
Q3 		$218K Sell
2,500
-217
-8% -$18.4K 0.11% 65
2025
Q2 		$227K Sell
2,717
-1,205
-31% -$95.6K 0.12% 63
2025
Q1 		$297K Sell
3,922
-645
-14% -$48.2K 0.17% 55
2024
Q4 		$321K Buy
+4,567
New +$337K 0.19% 52

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Causey Wealth LLC's IEFA Position: Q2 2026 in Review

Causey Wealth LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 2,228 shares — an estimated $202K sold.

Causey Wealth LLC first reported a position in IEFA in Q4 2024 and held it in 6 quarters. The position peaked at $321K in Q4 2024. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Causey Wealth LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Causey Wealth LLC sold 2,228 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $202K.
  • Causey Wealth LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 6 quarters.
  • Causey Wealth LLC's iShares Core MSCI EAFE ETF position peaked at $321K in Q4 2024.
  • 2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.