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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CGN Advisors's IEFA Position: Q2 2026 in Review

CGN Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, selling an estimated $9.51K and leaving 6,752 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #208.

CGN Advisors first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • CGN Advisors held 6,752 shares of iShares Core MSCI EAFE ETF worth $652K as of Q2 2026.
  • CGN Advisors sold 99 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.51K.
  • iShares Core MSCI EAFE ETF made up 0.05% of CGN Advisors's portfolio in Q2 2026, its #208 holding.
  • CGN Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.