Cetera Investment Advisers
IEFA icon

Cetera Investment Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cetera Investment Advisers’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 		$1.04B Buy
11,479,180
+720,499
+7% +$67.2M 1.11% 12
2025
Q4 		$962M Buy
10,758,681
+261,488
+2% +$23.1M 1.05% 14
2025
Q3 		$917M Buy
10,497,193
+6,532,025
+165% +$555M 1.07% 14
2025
Q2 		$331M Buy
3,965,168
+246,783
+7% +$19.6M 0.56% 25
2025
Q1 		$281M Buy
3,718,385
+290,314
+8% +$21.7M 0.54% 24
2024
Q4 		$241M Buy
3,428,071
+34,515
+1% +$2.55M 0.5% 27
2024
Q3 		$265M Buy
3,393,556
+58,215
+2% +$4.36M 0.58% 20
2024
Q2 		$242M Sell
3,335,341
-3,994
-0.1% -$294K 0.56% 23
2024
Q1 		$248M Buy
3,339,335
+2,170,869
+186% +$155M 0.58% 21
2023
Q4 		$82.2M Buy
1,168,466
+8,473
+0.7% +$558K 0.67% 22
2023
Q3 		$74.6M Buy
1,159,993
+41,233
+4% +$2.76M 0.64% 28
2023
Q2 		$75.5M Buy
1,118,760
+89,467
+9% +$6.07M 0.63% 27
2023
Q1 		$68.8M Buy
1,029,293
+73,651
+8% +$4.83M 0.6% 29
2022
Q4 		$58.9M Buy
955,642
+576,035
+152% +$33.9M 0.55% 30
2022
Q3 		$20M Buy
379,607
+18,554
+5% +$1.09M 0.4% 43
2022
Q2 		$21.2M Sell
361,053
-36,416
-9% -$2.34M 0.34% 54
2022
Q1 		$27.6M Buy
397,469
+10,764
+3% +$761K 0.4% 43
2021
Q4 		$28.9M Buy
386,705
+60,761
+19% +$4.57M 0.41% 40
2021
Q3 		$24.2M Buy
325,944
+7,436
+2% +$566K 0.38% 44
2021
Q2 		$23.8M Sell
318,508
-15,442
-5% -$1.17M 0.38% 47
2021
Q1 		$24.1M Sell
333,950
-27,721
-8% -$1.98M 0.47% 36
2020
Q4 		$25M Buy
361,671
+250,176
+224% +$16.2M 0.49% 30
2020
Q3 		$6.72M Buy
111,495
+15,342
+16% +$925K 0.55% 33
2020
Q2 		$5.5M Sell
96,153
-10,162
-10% -$551K 0.51% 41
2020
Q1 		$4.6M Sell
106,315
-9,548
-8% -$568K 0.56% 40
2019
Q4 		$7.57M Buy
115,863
+1,009
+0.9% +$64K 0.76% 25
2019
Q3 		$7.01M Sell
114,854
-2,621
-2% -$158K 0.85% 19
2019
Q2 		$7.21M Sell
117,475
-7,797
-6% -$478K 0.93% 16
2019
Q1 		$7.61M Sell
125,272
-7,946
-6% -$469K 1.07% 14
2018
Q4 		$7.33M Sell
133,218
-33,710
-20% -$1.98M 1.2% 12
2018
Q3 		$10.7M Buy
166,928
+14,139
+9% +$901K 1.54% 9
2018
Q2 		$9.69M Buy
152,789
+28,507
+23% +$1.89M 1.7% 7
2018
Q1 		$8.19M Buy
124,282
+25,261
+26% +$1.7M 1.53% 9
2017
Q4 		$6.55M Buy
99,021
+5,757
+6% +$375K 1.2% 10
2017
Q3 		$5.99M Buy
93,264
+1,179
+1% +$73.8K 1.33% 8
2017
Q2 		$5.61M Buy
92,085
+7,871
+9% +$475K 1.38% 7
2017
Q1 		$4.88M Buy
84,214
+12,743
+18% +$716K 1.35% 9
2016
Q4 		$3.84M Buy
71,471
+14,361
+25% +$771K 1.28% 12
2016
Q3 		$3.16M Buy
57,110
+5,139
+10% +$277K 1.36% 13
2016
Q2 		$2.7M Sell
51,971
-4,951
-9% -$265K 1.06% 18
2016
Q1 		$3.02M Buy
56,922
+27,395
+93% +$1.4M 1.31% 14
2015
Q4 		$1.61M Buy
+29,527
New +$1.64M 0.74% 34

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

Cetera Investment Advisers's IEFA Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.7% in Q1 2026, buying an estimated $67.2M and bringing the position to 11,479,180 shares worth $1.04B. The position accounts for 1.11% of the portfolio, ranked #12.

Cetera Investment Advisers first reported a position in IEFA in Q4 2015 and has held it in 42 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Cetera Investment Advisers held 11,479,180 shares of iShares Core MSCI EAFE ETF worth $1.04B as of Q1 2026.
  • Cetera Investment Advisers bought 720,499 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $67.2M.
  • iShares Core MSCI EAFE ETF made up 1.11% of Cetera Investment Advisers's portfolio in Q1 2026, its #12 holding.
  • Cetera Investment Advisers first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.