CIBC Private Wealth Group
IEFA icon

CIBC Private Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$18.5M Buy
206,584
+136,240
+194% +$12M 0.03% 288
2025
Q3 		$6.14M Buy
70,344
+9,219
+15% +$783K 0.01% 398
2025
Q2 		$5.1M Sell
61,125
-4,564
-7% -$362K 0.01% 423
2025
Q1 		$4.46M Buy
65,689
+10,687
+19% +$799K 0.01% 417
2024
Q4 		$3.9M Buy
55,002
+6,894
+14% +$509K 0.01% 464
2024
Q3 		$3.75M Buy
48,108
+13,937
+41% +$1.04M 0.01% 475
2024
Q2 		$2.53M Sell
34,171
-1,480
-4% -$109K ﹤0.01% 506
2024
Q1 		$2.63M Sell
35,651
-3,779
-10% -$269K 0.01% 495
2023
Q4 		$2.77M Buy
39,430
+6,146
+18% +$405K 0.01% 467
2023
Q3 		$2.14M Buy
33,284
+2,599
+8% +$174K 0.01% 486
2023
Q2 		$2.07M Sell
30,685
-2,674
-8% -$181K ﹤0.01% 496
2023
Q1 		$2.02M Buy
33,359
+3,583
+12% +$235K ﹤0.01% 522
2022
Q4 		$860K Buy
29,776
+3,890
+15% +$229K ﹤0.01% 549
2022
Q3 		$1.36M Sell
25,886
-2,152
-8% -$127K ﹤0.01% 543
2022
Q2 		$1.65M Sell
28,038
-2,120
-7% -$136K ﹤0.01% 523
2022
Q1 		$2.1M Buy
30,158
+3,787
+14% +$268K ﹤0.01% 513
2021
Q4 		$1.97M Buy
26,371
+4,562
+21% +$343K ﹤0.01% 527
2021
Q3 		$1.62M Buy
21,809
+8,923
+69% +$679K ﹤0.01% 538
2021
Q2 		$965K Sell
12,886
-11,215
-47% -$847K ﹤0.01% 672
2021
Q1 		$1.74M Buy
24,101
+15,453
+179% +$1.1M ﹤0.01% 559
2020
Q4 		$597K Buy
8,648
+1,475
+21% +$95.4K ﹤0.01% 742
2020
Q3 		$432K Buy
+7,173
New +$433K ﹤0.01% 713
2020
Q2 		– Sell
-39,701
Closed -$1.98M – 689
2020
Q1 		$1.98M Sell
39,701
-2,068
-5% -$123K 0.01% 413
2019
Q4 		$2.73M Sell
41,769
-2,470
-6% -$157K 0.01% 425
2019
Q3 		$2.7M Buy
44,239
+2,210
+5% +$133K 0.01% 422
2019
Q2 		$2.58M Buy
42,029
+3,549
+9% +$217K 0.01% 439
2019
Q1 		$2.34M Sell
38,480
-2,642
-6% -$156K 0.01% 439
2018
Q4 		$2.26M Sell
41,122
-26,622
-39% -$1.56M 0.01% 426
2018
Q3 		$4.34M Buy
67,744
+31,150
+85% +$1.99M 0.02% 383
2018
Q2 		$2.32M Buy
36,594
+446
+1% +$29.5K 0.01% 462
2018
Q1 		$2.38M Sell
36,148
-5,757
-14% -$387K 0.01% 453
2017
Q4 		$2.77M Buy
41,905
+9,637
+30% +$628K 0.01% 442
2017
Q3 		$2.07M Buy
32,268
+18,712
+138% +$1.17M 0.01% 483
2017
Q2 		$825K Buy
+13,556
New +$818K 0.01% 491
2016
Q3 		– Sell
-21,935
Closed -$1.14M – 591
2016
Q2 		$1.14M Sell
21,935
-74,500
-77% -$3.98M 0.01% 439
2016
Q1 		$5.13M Buy
96,435
+74,500
+340% +$3.8M 0.04% 267
2015
Q4 		$1.19M Buy
21,935
+2,622
+14% +$145K 0.01% 423
2015
Q3 		$1.02M Sell
19,313
-225
-1% -$12.7K 0.01% 443
2015
Q2 		$1.14M Sell
19,538
-2,783
-12% -$169K 0.01% 448
2015
Q1 		$1.31M Hold
22,321
– – 0.01% 433
2014
Q4 		$1.24M Hold
22,321
– – 0.01% 443
2014
Q3 		$1.3M Buy
22,321
+3,231
+17% +$196K 0.01% 417
2014
Q2 		$1.19M Buy
+19,090
New +$1.18M 0.01% 415

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CIBC Private Wealth Group's IEFA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 194% in Q4 2025, buying an estimated $12M and bringing the position to 206,584 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #288.

CIBC Private Wealth Group first reported a position in IEFA in Q2 2014 and has held it in 43 quarters since. 2,339 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • CIBC Private Wealth Group held 206,584 shares of iShares Core MSCI EAFE ETF worth $18.5M as of Q4 2025.
  • CIBC Private Wealth Group bought 136,240 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $12M.
  • iShares Core MSCI EAFE ETF made up 0.03% of CIBC Private Wealth Group's portfolio in Q4 2025, its #288 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2014 and has held it in 43 quarters since.
  • 2,339 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.