CIM
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CIM Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CIM Investment 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
Q1 		$8.29M Hold
91,552
– – 2.21% 8
2025
Q4 		$8.19M Hold
91,552
– – 2.14% 8
2025
Q3 		$7.99M Sell
91,552
-15,175
-14% -$1.29M 2.17% 7
2025
Q2 		$8.91M Sell
106,727
-112,427
-51% -$8.92M 1.7% 11
2025
Q1 		$16M Buy
219,154
+109,263
+99% +$8.17M 3.65% 4
2024
Q4 		$7.72M Buy
109,891
+1,594
+1% +$118K 2.26% 7
2024
Q3 		$8.45M Sell
108,297
-541
-0.5% -$40.5K 2.5% 7
2024
Q2 		$7.91M Buy
108,838
+2,224
+2% +$164K 2.44% 7
2024
Q1 		$7.91M Hold
106,614
– – 2.36% 7
2023
Q4 		$7.5M Buy
106,614
+1,756
+2% +$116K 2.42% 7
2023
Q3 		$6.75M Sell
104,858
-240
-0.2% -$16.1K 2.47% 5
2023
Q2 		$7.09M Hold
105,098
– – 2.41% 5
2023
Q1 		$7.03M Sell
105,098
-756
-0.7% -$49.6K 2.6% 5
2022
Q4 		$6.52M Buy
105,854
+993
+0.9% +$58.4K 2.57% 5
2022
Q3 		$5.52M Buy
104,861
+4,502
+4% +$265K 2.45% 6
2022
Q2 		$5.91M Hold
100,359
– – 2.45% 6
2022
Q1 		$6.98M Sell
100,359
-393
-0.4% -$27.8K 2.36% 7
2021
Q4 		$7.52M Buy
100,752
+3,108
+3% +$234K 2.25% 6
2021
Q3 		$7.25M Sell
97,644
-1,147
-1% -$87.3K 2.28% 6
2021
Q2 		$7.39M Sell
98,791
-627
-0.6% -$47.3K 2.29% 6
2021
Q1 		$7.16M Hold
99,418
– – 2.26% 6
2020
Q4 		$6.87M Hold
99,418
– – 2.23% 7
2020
Q3 		$5.99M Hold
99,418
– – 2.27% 7
2020
Q2 		$5.68M Buy
99,418
+29,583
+42% +$1.6M 2.29% 6
2020
Q1 		$3.48M Hold
69,835
– – 1.7% 7
2019
Q4 		$4.56M Hold
69,835
– – 1.8% 6
2019
Q3 		$4.26M Buy
+69,835
New +$4.22M 1.59% 6

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CIM Investment Management's IEFA Position: Q1 2026 in Review

CIM Investment Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 91,552 shares worth $8.29M. The position accounts for 2.21% of the portfolio, ranked #8.

CIM Investment Management first reported a position in IEFA in Q3 2019 and has held it in 27 quarters since. The position peaked at $16M in Q1 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • CIM Investment Management held 91,552 shares of iShares Core MSCI EAFE ETF worth $8.29M as of Q1 2026.
  • CIM Investment Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 2.21% of CIM Investment Management's portfolio in Q1 2026, its #8 holding.
  • CIM Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
  • CIM Investment Management's iShares Core MSCI EAFE ETF position peaked at $16M in Q1 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.