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 Q2	$4.37M	Sell	45,268 -335	-0.7%	-$32.2K	1.24%	16
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 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

Centerpoint Advisors's IEFA Position: Q2 2026 in Review

Centerpoint Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.73% in Q2 2026, selling an estimated $32.2K and leaving 45,268 shares worth $4.37M. The position accounts for 1.24% of the portfolio, ranked #16.

Centerpoint Advisors first reported a position in IEFA in Q3 2019 and has held it in 22 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Centerpoint Advisors held 45,268 shares of iShares Core MSCI EAFE ETF worth $4.37M as of Q2 2026.
Centerpoint Advisors sold 335 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $32.2K.
iShares Core MSCI EAFE ETF made up 1.24% of Centerpoint Advisors's portfolio in Q2 2026, its #16 holding.
Centerpoint Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 22 quarters since.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.