Clarendon Private’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clarendon Private’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	$1.36M	Buy	14,115 +1,025	+8%	+$98.5K	0.88%	30
2026 Q1	$1.19M	Buy	13,090 +872	+7%	+$81.4K	0.91%	24
2025 Q4	$1.09M	Buy	12,218 +231	+2%	+$20.4K	0.93%	29
2025 Q3	$1.05M	Sell	11,987 -237	-2%	-$20.1K	0.95%	27
2025 Q2	$1.02M	Buy	12,224 +218	+2%	+$17.3K	0.98%	26
2025 Q1	$908K	Hold	12,006	–	–	0.96%	31
2024 Q4	$844K	Buy	+12,006	New	+$886K	0.88%	29

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Clarendon Private's IEFA Position: Q2 2026 in Review

Clarendon Private increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q2 2026, buying an estimated $98.5K and bringing the position to 14,115 shares worth $1.36M. The position accounts for 0.88% of the portfolio, ranked #30.

Clarendon Private first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clarendon Private held 14,115 shares of iShares Core MSCI EAFE ETF worth $1.36M as of Q2 2026.
Clarendon Private bought 1,025 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $98.5K.
iShares Core MSCI EAFE ETF made up 0.88% of Clarendon Private's portfolio in Q2 2026, its #30 holding.
Clarendon Private first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.