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IEFA icon

CGN Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CGN 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 		$652K Sell
6,752
-99
-1% -$9.51K 0.05% 208
2026
Q1 		$620K Buy
6,851
+2,631
+62% +$246K 0.05% 209
2025
Q4 		$378K Sell
4,220
-192
-4% -$17K 0.03% 245
2025
Q3 		$385K Sell
4,412
-194
-4% -$16.5K 0.03% 238
2025
Q2 		$385K Sell
4,606
-19
-0.4% -$1.51K 0.03% 237
2025
Q1 		$350K Sell
4,625
-286
-6% -$21.4K 0.03% 244
2024
Q4 		$345K Sell
4,911
-775
-14% -$57.2K 0.03% 241
2024
Q3 		$444K Buy
+5,686
New +$426K 0.04% 212

Other funds holding IEFA

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
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 $59.6B AUM 29.42% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return