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 Q2	$6.91M	Buy	71,539 +3,391	+5%	+$326K	3.07%	5
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 $1.55T 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

Center For Asset Management's IEFA Position: Q2 2026 in Review

Center For Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5% in Q2 2026, buying an estimated $326K and bringing the position to 71,539 shares worth $6.91M. The position accounts for 3.07% of the portfolio, ranked #5.

Center For Asset Management first reported a position in IEFA in Q1 2021 and has held it in 17 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Center For Asset Management held 71,539 shares of iShares Core MSCI EAFE ETF worth $6.91M as of Q2 2026.
Center For Asset Management bought 3,391 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $326K.
iShares Core MSCI EAFE ETF made up 3.07% of Center For Asset Management's portfolio in Q2 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 17 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.