Certified Advisory Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Certified Advisory Corp’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	$17M	Buy	176,394 +4,211	+2%	+$404K	1.37%	20
2026 Q1	$15.6M	Buy	172,183 +27,827	+19%	+$2.6M	1.4%	19
2025 Q4	$12.9M	Buy	144,356 +25,338	+21%	+$2.24M	1.18%	23
2025 Q3	$10.4M	Buy	119,018 +30,680	+35%	+$2.61M	0.99%	33
2025 Q2	$7.37M	Buy	88,338 +12,100	+16%	+$960K	0.77%	41
2025 Q1	$5.77M	Buy	76,238 +1,746	+2%	+$131K	0.65%	48
2024 Q4	$5.24M	Buy	74,492 +10,261	+16%	+$757K	0.57%	55
2024 Q3	$5.01M	Buy	64,231 +2,257	+4%	+$169K	0.56%	58
2024 Q2	$4.5M	Buy	61,974 +9,939	+19%	+$731K	0.56%	57
2024 Q1	$3.86M	Buy	52,035 +3,648	+8%	+$260K	0.54%	60
2023 Q4	$3.4M	Buy	48,387 +1,451	+3%	+$95.6K	0.52%	63
2023 Q3	$3.02M	Sell	46,936 -541	-1%	-$36.2K	0.56%	57
2023 Q2	$3.2M	Sell	47,477 -4,759	-9%	-$323K	0.59%	51
2023 Q1	$3.49M	Sell	52,236 -675	-1%	-$44.3K	0.62%	45
2022 Q4	$3.26M	Buy	52,911 +8,886	+20%	+$523K	0.64%	42
2022 Q3	$2.32M	Buy	44,025 +225	+0.5%	+$13.2K	0.53%	53
2022 Q2	$2.58M	Sell	43,800 -1,476	-3%	-$94.7K	0.57%	49
2022 Q1	$3.15M	Sell	45,276 -1,677	-4%	-$119K	0.67%	42
2021 Q4	$3.5M	Buy	46,953 +1,355	+3%	+$102K	0.77%	35
2021 Q3	$3.39M	Sell	45,598 -291	-0.6%	-$22.1K	0.82%	36
2021 Q2	$3.44M	Buy	45,889 +361	+0.8%	+$27.3K	0.86%	30
2021 Q1	$3.28M	Buy	+45,528	New	+$3.25M	0.85%	28
2020 Q2	$2.76M	Buy	48,242 +40,773	+546%	+$2.21M	0.91%	26
2020 Q1	$373K	Sell	7,469 -434	-5%	-$25.8K	0.15%	124
2019 Q4	$516K	Buy	7,903 +659	+9%	+$41.8K	0.16%	115
2019 Q3	$442K	Buy	7,244 +1,750	+32%	+$106K	0.15%	117
2019 Q2	$337K	Sell	5,494 -300	-5%	-$18.4K	0.13%	135
2019 Q1	$352K	Sell	5,794 -3,000	-34%	-$177K	0.15%	122
2018 Q4	$484K	Buy	8,794 +933	+12%	+$54.7K	0.25%	88
2018 Q3	$504K	Buy	7,861 +361	+5%	+$23K	0.23%	90
2018 Q2	$475K	Hold	7,500	–	–	0.26%	87
2018 Q1	$494K	Buy	+7,500	New	+$504K	0.29%	81

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

Certified Advisory Corp's IEFA Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, buying an estimated $404K and bringing the position to 176,394 shares worth $17M. The position accounts for 1.37% of the portfolio, ranked #20.

Certified Advisory Corp first reported a position in IEFA in Q1 2018 and has held it in 32 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Certified Advisory Corp held 176,394 shares of iShares Core MSCI EAFE ETF worth $17M as of Q2 2026.
Certified Advisory Corp bought 4,211 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $404K.
iShares Core MSCI EAFE ETF made up 1.37% of Certified Advisory Corp's portfolio in Q2 2026, its #20 holding.
Certified Advisory Corp first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 32 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.