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Clarity Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clarity Capital Partners’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
Q2 		$410K Sell
4,915
-6,658
-58% -$528K 0.15% 64
2025
Q1 		$875K Sell
11,573
-1,737
-13% -$130K 0.35% 44
2024
Q4 		$935K Sell
13,310
-1,428
-10% -$105K 0.48% 43
2024
Q3 		$1.15M Buy
14,738
+2,904
+25% +$217K 0.68% 43
2024
Q2 		$860K Buy
11,834
+808
+7% +$59.5K 0.53% 47
2024
Q1 		$818K Sell
11,026
-571
-5% -$40.6K 0.54% 46
2023
Q4 		$816K Buy
+11,597
New +$764K 0.57% 48

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Clarity Capital Partners's IEFA Position: Q2 2025 in Review

Clarity Capital Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 58% in Q2 2025, selling an estimated $528K and leaving 4,915 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #64.

Clarity Capital Partners first reported a position in IEFA in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Clarity Capital Partners held 4,915 shares of iShares Core MSCI EAFE ETF worth $410K as of Q2 2025.
  • Clarity Capital Partners sold 6,658 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $528K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Clarity Capital Partners's portfolio in Q2 2025, its #64 holding.
  • Clarity Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 7 quarters since.
  • Clarity Capital Partners's iShares Core MSCI EAFE ETF position peaked at $1.15M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.