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Chesley Taft & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chesley Taft & Associates’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 		$3.5M Hold
36,273
– – 0.14% 122
2026
Q1 		$3.28M Hold
36,273
– – 0.14% 122
2025
Q4 		$3.24M Sell
36,273
-11,900
-25% -$1.05M 0.13% 124
2025
Q3 		$4.21M Buy
48,173
+163
+0.3% +$13.8K 0.18% 104
2025
Q2 		$4.01M Buy
48,010
+952
+2% +$75.6K 0.18% 108
2025
Q1 		$3.56M Sell
47,058
-1,457
-3% -$109K 0.17% 106
2024
Q4 		$3.41M Hold
48,515
– – 0.16% 106
2024
Q3 		$3.79M Hold
48,515
– – 0.18% 98
2024
Q2 		$3.52M Hold
48,515
– – 0.18% 97
2024
Q1 		$3.6M Hold
48,515
– – 0.18% 102
2023
Q4 		$3.41M Buy
48,515
+1,127
+2% +$74.3K 0.19% 95
2023
Q3 		$3.05M Sell
47,388
-653
-1% -$43.7K 0.2% 102
2023
Q2 		$3.24M Sell
48,041
-1,325
-3% -$89.9K 0.2% 101
2023
Q1 		$3.3M Buy
49,366
+1,985
+4% +$130K 0.22% 101
2022
Q4 		$2.92M Sell
47,381
-14,125
-23% -$831K 0.2% 113
2022
Q3 		$3.24M Buy
61,506
+8,900
+17% +$523K 0.24% 94
2022
Q2 		$3.1M Buy
52,606
+35,725
+212% +$2.29M 0.21% 105
2022
Q1 		$1.14M Buy
16,881
+281
+2% +$19.9K 0.07% 171
2021
Q4 		$1.24M Buy
16,600
+1,150
+7% +$86.4K 0.06% 173
2021
Q3 		$1.15M Buy
15,450
+1,223
+9% +$93K 0.07% 170
2021
Q2 		$1.06M Buy
14,227
+3,750
+36% +$283K 0.06% 172
2021
Q1 		$777K Hold
10,477
– – 0.05% 186
2020
Q4 		$724K Buy
10,477
+3,527
+51% +$228K 0.05% 183
2020
Q3 		$419K Buy
+6,950
New +$419K 0.03% 212
2020
Q1 		– Sell
-46,425
Closed -$3.03M – 256
2019
Q4 		$3.03M Buy
46,425
+800
+2% +$50.7K 0.22% 91
2019
Q3 		$2.79M Sell
45,625
-650
-1% -$39.2K 0.22% 92
2019
Q2 		$2.84M Sell
46,275
-1,950
-4% -$119K 0.22% 91
2019
Q1 		$2.93M Sell
48,225
-8,025
-14% -$474K 0.24% 84
2018
Q4 		$3.09M Sell
56,250
-2,850
-5% -$167K 0.3% 80
2018
Q3 		$3.79M Buy
59,100
+3,250
+6% +$207K 0.3% 81
2018
Q2 		$3.54M Buy
55,850
+350
+0.6% +$23.2K 0.3% 81
2018
Q1 		$3.66M Sell
55,500
-300
-0.5% -$20.2K 0.32% 80
2017
Q4 		$3.69M Buy
55,800
+7,600
+16% +$495K 0.31% 82
2017
Q3 		$3.09M Buy
48,200
+200
+0.4% +$12.5K 0.27% 93
2017
Q2 		$2.92M Buy
+48,000
New +$2.9M 0.26% 92

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Chesley Taft & Associates's IEFA Position: Q2 2026 in Review

Chesley Taft & Associates held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 36,273 shares worth $3.5M. The position accounts for 0.14% of the portfolio, ranked #122.

Chesley Taft & Associates first reported a position in IEFA in Q2 2017 and has held it in 35 quarters since. The position peaked at $4.21M in Q3 2025. 801 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Chesley Taft & Associates held 36,273 shares of iShares Core MSCI EAFE ETF worth $3.5M as of Q2 2026.
  • Chesley Taft & Associates left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.14% of Chesley Taft & Associates's portfolio in Q2 2026, its #122 holding.
  • Chesley Taft & Associates first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 35 quarters since.
  • Chesley Taft & Associates's iShares Core MSCI EAFE ETF position peaked at $4.21M in Q3 2025.
  • 801 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.