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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$96M Sell
993,547
-94,696
-9% -$9.1M 1.26% 17
2026
Q1 		$98.5M Sell
1,088,243
-28,031
-3% -$2.62M 1.44% 15
2025
Q4 		$99.9M Sell
1,116,274
-66,103
-6% -$5.85M 1.51% 16
2025
Q3 		$103M Sell
1,182,377
-89,424
-7% -$7.6M 1.63% 14
2025
Q2 		$106M Sell
1,271,801
-165,748
-12% -$13.2M 1.78% 13
2025
Q1 		$109M Sell
1,437,549
-794,710
-36% -$59.4M 2.03% 12
2024
Q4 		$157M Sell
2,232,259
-45,920
-2% -$3.39M 3.04% 6
2024
Q3 		$178M Buy
2,278,179
+7,940
+0.3% +$594K 4.1% 5
2024
Q2 		$165M Sell
2,270,239
-28,347
-1% -$2.09M 3.54% 6
2024
Q1 		$171M Buy
2,298,586
+85,151
+4% +$6.06M 3.88% 5
2023
Q4 		$156M Buy
2,213,435
+14,080
+0.6% +$928K 3.87% 5
2023
Q3 		$142M Buy
2,199,355
+4,824
+0.2% +$323K 3.96% 5
2023
Q2 		$148M Sell
2,194,531
-41,856
-2% -$2.84M 4.15% 5
2023
Q1 		$150M Sell
2,236,387
-37,766
-2% -$2.48M 4.41% 3
2022
Q4 		$140M Sell
2,274,153
-91,044
-4% -$5.36M 5.22% 3
2022
Q3 		$125M Buy
2,365,197
+122,567
+5% +$7.21M 15.38% 1
2022
Q2 		$132M Buy
2,242,630
+69,363
+3% +$4.45M 5.48% 3
2022
Q1 		$151M Buy
2,173,267
+479,211
+28% +$33.9M 5.39% 3
2021
Q4 		$126M Buy
1,694,056
+56,145
+3% +$4.22M 4.61% 6
2021
Q3 		$122M Buy
1,637,911
+55,882
+4% +$4.25M 4.76% 4
2021
Q2 		$118M Buy
1,582,029
+28,413
+2% +$2.15M 4.86% 4
2021
Q1 		$112M Sell
1,553,616
-62,379
-4% -$4.46M 5.29% 2
2020
Q4 		$112M Sell
1,615,995
-23,742
-1% -$1.54M 5.48% 3
2020
Q3 		$98.8M Sell
1,639,737
-61,890
-4% -$3.73M 5.57% 4
2020
Q2 		$97.3M Buy
+1,701,627
New +$92.2M 5.93% 3
2019
Q4 		$113M Buy
1,734,339
+117,247
+7% +$7.44M 8.99% 1
2019
Q3 		$98.8M Buy
1,617,092
+177,126
+12% +$10.7M 8.62% 3
2019
Q2 		$88.4M Buy
1,439,966
+82,136
+6% +$5.03M 8.86% 2
2019
Q1 		$82.5M Buy
1,357,830
+150,925
+13% +$8.91M 9.02% 1
2018
Q4 		$66.4M Sell
1,206,905
-23,519
-2% -$1.38M 6.61% 2
2018
Q3 		$78.8M Buy
1,230,424
+91,109
+8% +$5.81M 7.35% 3
2018
Q2 		$72.2M Buy
1,139,315
+24,918
+2% +$1.65M 7.06% 3
2018
Q1 		$73.4M Buy
1,114,397
+50,431
+5% +$3.39M 7.34% 3
2017
Q4 		$70.3M Buy
1,063,966
+22,245
+2% +$1.45M 7.23% 3
2017
Q3 		$66.8M Buy
1,041,721
+8,521
+0.8% +$533K 7.07% 3
2017
Q2 		$62.9M Buy
1,033,200
+2,592
+0.3% +$156K 7.02% 3
2017
Q1 		$59.7M Buy
1,030,608
+14,644
+1% +$823K 6.68% 3
2016
Q4 		$54.5M Buy
1,015,964
+106,855
+12% +$5.74M 6.23% 3
2016
Q3 		$50.1M Buy
909,109
+50,528
+6% +$2.73M 6.12% 3
2016
Q2 		$44.6M Buy
858,581
+22,738
+3% +$1.22M 6.44% 3
2016
Q1 		$44.4M Buy
835,843
+219,688
+36% +$11.2M 6.97% 3
2015
Q4 		$33.5M Buy
616,155
+195,249
+46% +$10.8M 5.63% 5
2015
Q3 		$22.2M Buy
420,906
+249,419
+145% +$14.1M 4.17% 6
2015
Q2 		$10M Buy
171,487
+146,666
+591% +$8.92M 2% 11
2015
Q1 		$1.45M Buy
+24,821
New +$1.42M 0.32% 49

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IEFA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q2 2026, selling an estimated $9.1M and leaving 993,547 shares worth $96M. The position accounts for 1.26% of the portfolio, ranked #17.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IEFA in Q1 2015 and has held it in 45 quarters since. The position peaked at $178M in Q3 2024. 1,140 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 993,547 shares of iShares Core MSCI EAFE ETF worth $96M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 94,696 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.1M.
  • iShares Core MSCI EAFE ETF made up 1.26% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 45 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $178M in Q3 2024.
  • 1,140 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.