CI Investments Inc
IEFA icon

CI Investments Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CI Investments Inc’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 		$44M Sell
455,855
-427,585
-48% -$41.1M 0.14% 137
2026
Q1 		$80M Buy
883,440
+578,515
+190% +$54M 0.39% 62
2025
Q4 		$27.3M Buy
304,925
+54,839
+22% +$4.85M 0.12% 147
2025
Q3 		$21.8M Buy
250,086
+43,752
+21% +$3.72M 0.08% 166
2025
Q2 		$17.2M Buy
206,334
+23,962
+13% +$1.9M 0.06% 191
2025
Q1 		$13.8M Buy
182,372
+31,013
+20% +$2.32M 0.06% 196
2024
Q4 		$10.6M Buy
151,359
+34,401
+29% +$2.54M 0.04% 225
2024
Q3 		$9.13M Sell
116,958
-1,564
-1% -$117K 0.03% 248
2024
Q2 		$8.61M Buy
118,522
+82,594
+230% +$6.08M 0.03% 226
2024
Q1 		$2.67M Buy
35,928
+389
+1% +$27.7K 0.01% 324
2023
Q4 		$2.5M Sell
35,539
-8,862
-20% -$584K 0.01% 314
2023
Q3 		$2.86M Sell
44,401
-2,583
-5% -$173K 0.02% 296
2023
Q2 		$3.17M Buy
46,984
+16,573
+54% +$1.12M 0.02% 299
2023
Q1 		$2.03M Buy
30,411
+1,400
+5% +$91.8K 0.01% 333
2022
Q4 		$1.79M Sell
29,011
-2,600
-8% -$153K 0.01% 340
2022
Q3 		$1.67M Sell
31,611
-38,730
-55% -$2.28M 0.01% 348
2022
Q2 		$4.14M Sell
70,341
-73,343
-51% -$4.71M 0.02% 294
2022
Q1 		$9.99M Sell
143,684
-2,426,734
-94% -$172M 0.04% 279
2021
Q4 		$190M Sell
2,570,418
-166,364
-6% -$12.5M 0.65% 39
2021
Q3 		$203M Buy
2,736,782
+138,114
+5% +$10.5M 0.76% 35
2021
Q2 		$195M Buy
2,598,668
+116,466
+5% +$8.79M 0.71% 37
2021
Q1 		$179M Buy
2,482,202
+865,963
+54% +$61.9M 0.75% 37
2020
Q4 		$112M Buy
1,616,239
+936,343
+138% +$60.5M 0.49% 61
2020
Q3 		$41M Buy
679,896
+61,853
+10% +$3.73M 0.2% 116
2020
Q2 		$35.4M Sell
618,043
-389,201
-39% -$21.1M 0.19% 115
2020
Q1 		$50.3M Sell
1,007,244
-446,467
-31% -$26.6M 0.3% 82
2019
Q4 		$94.9M Buy
1,453,711
+1,438,371
+9,377% +$91.2M 0.48% 68
2019
Q3 		$937K Sell
15,340
-6,292
-29% -$380K ﹤0.01% 364
2019
Q2 		$1.33M Buy
21,632
+12,857
+147% +$788K 0.01% 264
2019
Q1 		$533K Buy
+8,775
New +$518K ﹤0.01% 297

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

CI Investments Inc's IEFA Position: Q2 2026 in Review

CI Investments Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 48% in Q2 2026, selling an estimated $41.1M and leaving 455,855 shares worth $44M. The position accounts for 0.14% of the portfolio, ranked #137.

CI Investments Inc first reported a position in IEFA in Q1 2019 and has held it in 30 quarters since. The position peaked at $203M in Q3 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • CI Investments Inc held 455,855 shares of iShares Core MSCI EAFE ETF worth $44M as of Q2 2026.
  • CI Investments Inc sold 427,585 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $41.1M.
  • iShares Core MSCI EAFE ETF made up 0.14% of CI Investments Inc's portfolio in Q2 2026, its #137 holding.
  • CI Investments Inc first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • CI Investments Inc's iShares Core MSCI EAFE ETF position peaked at $203M in Q3 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.