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CFS Investment Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CFS Investment Advisory Services’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 		$6.55M Buy
67,295
+293
+0.4% +$28.1K 0.44% 49
2026
Q1 		$6.53M Sell
67,002
-5,818
-8% -$543K 0.45% 55
2025
Q4 		$6.51M Buy
72,820
+1,246
+2% +$110K 0.48% 53
2025
Q3 		$6.35M Buy
71,574
+4,311
+6% +$366K 0.47% 52
2025
Q2 		$5.62M Buy
67,263
+5,517
+9% +$438K 0.46% 51
2025
Q1 		$4.67M Sell
61,746
-8,432
-12% -$631K 0.42% 54
2024
Q4 		$4.93M Buy
70,178
+2,675
+4% +$197K 0.44% 49
2024
Q3 		$5.27M Buy
67,503
+1,114
+2% +$83.4K 0.44% 44
2024
Q2 		$4.82M Buy
66,389
+2,817
+4% +$207K 0.39% 54
2024
Q1 		$4.72M Sell
63,572
-3,371
-5% -$240K 0.79% 24
2023
Q4 		$4.71M Buy
66,943
+2,657
+4% +$175K 0.85% 23
2023
Q3 		$4.14M Sell
64,286
-969
-1% -$64.9K 0.66% 29
2023
Q2 		$4.41M Buy
65,255
+1,687
+3% +$114K 0.56% 32
2023
Q1 		$4.25M Buy
63,568
+9,533
+18% +$625K 0.77% 25
2022
Q4 		$3.33M Sell
54,035
-3,690,682
-99% -$217M 0.76% 21
2022
Q3 		$3.75M Buy
3,744,717
+3,659,182
+4,278% +$215M 0.86% 16
2022
Q2 		$5.03M Sell
85,535
-8,242,597
-99% -$529M 0.77% 25
2022
Q1 		$120K Buy
8,328,132
+8,207,553
+6,807% +$581M 0.52% 35
2021
Q4 		$8.63M Buy
120,579
+8,112
+7% +$610K 1.16% 15
2021
Q3 		$8.35M Buy
+112,467
New +$8.56M 1.14% 18
2020
Q4 		$4.25M Buy
+61,451
New +$3.97M 0.68% 29

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CFS Investment Advisory Services's IEFA Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.44% in Q2 2026, buying an estimated $28.1K and bringing the position to 67,295 shares worth $6.55M. The position accounts for 0.44% of the portfolio, ranked #49.

CFS Investment Advisory Services first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.63M in Q4 2021. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • CFS Investment Advisory Services held 67,295 shares of iShares Core MSCI EAFE ETF worth $6.55M as of Q2 2026.
  • CFS Investment Advisory Services bought 293 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $28.1K.
  • iShares Core MSCI EAFE ETF made up 0.44% of CFS Investment Advisory Services's portfolio in Q2 2026, its #49 holding.
  • CFS Investment Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • CFS Investment Advisory Services's iShares Core MSCI EAFE ETF position peaked at $8.63M in Q4 2021.
  • 561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.