Center For Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Center For Asset 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	$6.17M	Buy	68,148 +7,796	+13%	+$728K	3.06%	5
2025 Q4	$5.4M	Buy	60,352 +5,097	+9%	+$451K	2.82%	6
2025 Q3	$4.82M	Buy	55,255 +21,194	+62%	+$1.8M	2.57%	11
2025 Q2	$2.4M	Sell	34,061 -19,118	-36%	-$1.52M	1.48%	19
2025 Q1	$4.02M	Buy	53,179 +18,880	+55%	+$1.41M	2.46%	11
2024 Q4	$2.41M	Buy	34,299 +3,167	+10%	+$234K	1.56%	19
2024 Q3	$2.43M	Buy	31,132 +5,609	+22%	+$420K	1.45%	20
2024 Q2	$1.85M	Buy	+25,523	New	+$1.88M	1.23%	24
2023 Q4	–	Sell	-4,892	Closed	-$315K	–	105
2023 Q3	$315K	Sell	4,892 -53	-1%	-$3.55K	0.31%	82
2023 Q2	$334K	Buy	4,945 +1,784	+56%	+$121K	0.32%	75
2023 Q1	$211K	Buy	+3,161	New	+$207K	0.21%	96
2022 Q2	–	Sell	-17,065	Closed	-$1.19M	–	127
2022 Q1	$1.19M	Sell	17,065 -2,879	-14%	-$204K	0.92%	28
2021 Q4	$1.49M	Buy	19,944 +2,971	+18%	+$223K	1.1%	28
2021 Q3	$1.26M	Buy	16,973 +1,683	+11%	+$128K	1.06%	28
2021 Q2	$1.15M	Buy	15,290 +10,422	+214%	+$787K	0.99%	28
2021 Q1	$351K	Buy	+4,868	New	+$348K	0.34%	50

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Center For Asset Management's IEFA Position: Q1 2026 in Review

Center For Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q1 2026, buying an estimated $728K and bringing the position to 68,148 shares worth $6.17M. The position accounts for 3.06% of the portfolio, ranked #5.

Center For Asset Management first reported a position in IEFA in Q1 2021 and has held it in 16 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Center For Asset Management held 68,148 shares of iShares Core MSCI EAFE ETF worth $6.17M as of Q1 2026.
Center For Asset Management bought 7,796 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $728K.
iShares Core MSCI EAFE ETF made up 3.06% of Center For Asset Management's portfolio in Q1 2026, its #5 holding.
Center For Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 16 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.