CBIZ Investment Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CBIZ Investment Advisory Services’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	$254K	Hold	2,809	–	–	0.01%	44
2026 Q1	$254K	Sell	2,809 -3,530	-56%	-$329K	0.01%	44
2025 Q4	$567K	Buy	6,339 +50	+0.8%	+$4.42K	0.02%	33
2025 Q3	$549K	Buy	6,289 +75	+1%	+$6.37K	0.02%	33
2025 Q2	$519K	Sell	6,214 -211	-3%	-$16.7K	0.02%	32
2025 Q1	$486K	Sell	6,425 -877	-12%	-$65.6K	0.02%	31
2024 Q4	$513K	Buy	7,302 +78	+1%	+$5.75K	0.03%	31
2024 Q3	$564K	Buy	7,224 +1,249	+21%	+$93.5K	0.03%	28
2024 Q2	$434K	Buy	5,975 +895	+18%	+$65.9K	0.02%	31
2024 Q1	$377K	Buy	5,080 +1,560	+44%	+$111K	0.03%	34
2023 Q4	$248K	Buy	+3,520	New	+$232K	0.02%	41
2019 Q4	–	Hold	0	–	–	–	94

Other funds holding IEFA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CBIZ Investment Advisory Services's IEFA Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,809 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #44.

CBIZ Investment Advisory Services first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $567K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

CBIZ Investment Advisory Services held 2,809 shares of iShares Core MSCI EAFE ETF worth $254K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #44 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
CBIZ Investment Advisory Services's iShares Core MSCI EAFE ETF position peaked at $567K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.