Cheviot Value Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cheviot Value Management’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	$6.37K	Hold	66	–	–	﹤0.01%	327
2026 Q1	$5.97K	Hold	66	–	–	﹤0.01%	310
2025 Q4	$6.23K	Hold	66	–	–	﹤0.01%	305
2025 Q3	$5.89K	Hold	66	–	–	﹤0.01%	328
2025 Q2	$5.58K	Hold	66	–	–	﹤0.01%	312
2025 Q1	$5.29K	Buy	+66	New	+$4.93K	﹤0.01%	311

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cheviot Value Management's IEFA Position: Q2 2026 in Review

Cheviot Value Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 66 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Cheviot Value Management first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cheviot Value Management held 66 shares of iShares Core MSCI EAFE ETF worth $6.37K as of Q2 2026.
Cheviot Value Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #327 holding.
Cheviot Value Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.