CPIG
IEFA icon

Chicago Partners Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chicago Partners Investment Group’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 		$9.97M Buy
104,106
+1,703
+2% +$164K 0.2% 91
2026
Q1 		$9.75M Buy
102,403
+1,731
+2% +$162K 0.22% 88
2025
Q4 		$9.4M Sell
100,672
-3,223
-3% -$285K 0.23% 83
2025
Q3 		$9.27M Sell
103,895
-1,342
-1% -$114K 0.24% 80
2025
Q2 		$9M Sell
105,237
-4,048
-4% -$321K 0.26% 79
2025
Q1 		$8.71M Buy
109,285
+1,790
+2% +$134K 0.29% 72
2024
Q4 		$7.61M Sell
107,495
-1,576
-1% -$116K 0.25% 84
2024
Q3 		$8.1M Buy
109,071
+1,078
+1% +$80.7K 0.29% 76
2024
Q2 		$7.96M Sell
107,993
-4,048
-4% -$298K 0.31% 74
2024
Q1 		$8.1M Buy
112,041
+1,118
+1% +$79.6K 0.34% 67
2023
Q4 		$7.7M Sell
110,923
-19,245
-15% -$1.27M 0.36% 64
2023
Q3 		$8.07M Sell
130,168
-14,003
-10% -$938K 0.44% 53
2023
Q2 		$9.73M Buy
144,171
+139,759
+3,168% +$9.48M 0.51% 44
2023
Q1 		$304K Sell
4,412
-428
-9% -$28.1K 0.02% 503
2022
Q4 		$323K Buy
4,840
+1,253
+35% +$73.7K 0.02% 464
2022
Q3 		$205K Sell
3,587
-164
-4% -$9.64K 0.01% 531
2022
Q2 		$233K Buy
3,751
+14
+0.4% +$898 0.02% 500
2022
Q1 		$235K Buy
+3,737
New +$264K 0.02% 474
2021
Q1 		– Sell
-3,962
Closed -$282K – 528
2020
Q4 		$282K Buy
+3,962
New +$256K 0.03% 379
2019
Q1 		– Sell
-4,301
Closed -$248K – 335
2018
Q4 		$248K Buy
+4,301
New +$252K 0.04% 276

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Chicago Partners Investment Group's IEFA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, buying an estimated $164K and bringing the position to 104,106 shares worth $9.97M. The position accounts for 0.2% of the portfolio, ranked #91.

Chicago Partners Investment Group first reported a position in IEFA in Q4 2018 and has held it in 20 quarters since. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Chicago Partners Investment Group held 104,106 shares of iShares Core MSCI EAFE ETF worth $9.97M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,703 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $164K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Chicago Partners Investment Group's portfolio in Q2 2026, its #91 holding.
  • Chicago Partners Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 20 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.