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Centerpoint Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Centerpoint Advisors’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 		$4.13M Sell
45,603
-288
-0.6% -$26.9K 1.34% 16
2025
Q4 		$4.11M Sell
45,891
-22
-0% -$1.95K 1.26% 15
2025
Q3 		$4.01M Sell
45,913
-475
-1% -$40.4K 1.24% 15
2025
Q2 		$3.87M Sell
46,388
-297
-0.6% -$23.6K 1.31% 14
2025
Q1 		$3.53M Sell
46,685
-646
-1% -$48.3K 1.3% 15
2024
Q4 		$3.33M Sell
47,331
-2,116
-4% -$156K 1.16% 16
2024
Q3 		$3.86M Sell
49,447
-1,985
-4% -$149K 1.34% 16
2024
Q2 		$3.74M Buy
51,432
+1,951
+4% +$144K 1.35% 16
2024
Q1 		$3.67M Sell
49,481
-4,126
-8% -$294K 1.38% 16
2023
Q4 		$3.77M Sell
53,607
-4,978
-8% -$328K 1.48% 17
2023
Q3 		$3.77M Hold
58,585
– – 1.6% 17
2023
Q2 		$3.95M Buy
58,585
+35
+0.1% +$2.37K 1.6% 17
2023
Q1 		$3.91M Sell
58,550
-6,500
-10% -$426K 1.7% 15
2022
Q4 		$4.01M Buy
65,050
+64,927
+52,786% +$3.82M 1.88% 15
2022
Q3 		$6K Hold
123
– – ﹤0.01% 249
2022
Q2 		$7K Hold
123
– – ﹤0.01% 244
2022
Q1 		$9K Hold
123
– – ﹤0.01% 229
2021
Q4 		$9K Buy
+123
New +$9.24K ﹤0.01% 230
2020
Q2 		– Sell
-694
Closed -$35K – 282
2020
Q1 		$35K Hold
694
– – 0.03% 86
2019
Q4 		$45K Buy
694
+555
+399% +$35.2K 0.03% 104
2019
Q3 		$8K Buy
+139
New +$8.39K 0.01% 170

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Centerpoint Advisors's IEFA Position: Q1 2026 in Review

Centerpoint Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.63% in Q1 2026, selling an estimated $26.9K and leaving 45,603 shares worth $4.13M. The position accounts for 1.34% of the portfolio, ranked #16.

Centerpoint Advisors first reported a position in IEFA in Q3 2019 and has held it in 21 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Centerpoint Advisors held 45,603 shares of iShares Core MSCI EAFE ETF worth $4.13M as of Q1 2026.
  • Centerpoint Advisors sold 288 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $26.9K.
  • iShares Core MSCI EAFE ETF made up 1.34% of Centerpoint Advisors's portfolio in Q1 2026, its #16 holding.
  • Centerpoint Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 21 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.