Cerro Pacific Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cerro Pacific Wealth 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	$399K	Buy	4,129 +8	+0.2%	+$768	0.09%	124
2026 Q1	$373K	Hold	4,121	–	–	0.1%	118
2025 Q4	$369K	Sell	4,121 -8	-0.2%	-$707	0.1%	117
2025 Q3	$361K	Sell	4,129 -19	-0.5%	-$1.61K	0.1%	114
2025 Q2	$346K	Buy	4,148 +1,054	+34%	+$83.7K	0.1%	121
2025 Q1	$217K	Hold	3,094	–	–	0.07%	151
2024 Q4	$241K	Buy	+3,094	New	+$228K	0.08%	140
2023 Q1	–	Sell	-3,295	Closed	-$203K	–	154
2022 Q4	$203K	Buy	+3,295	New	+$194K	0.11%	154

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

Cerro Pacific Wealth Advisors's IEFA Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.19% in Q2 2026, buying an estimated $768 and bringing the position to 4,129 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #124.

Cerro Pacific Wealth Advisors first reported a position in IEFA in Q4 2022 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cerro Pacific Wealth Advisors held 4,129 shares of iShares Core MSCI EAFE ETF worth $399K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 8 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $768.
iShares Core MSCI EAFE ETF made up 0.09% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Cerro Pacific Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.