Clarius Group LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clarius Group LLC’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	$342K	Hold	3,821	–	–	0.02%	259
2025 Q3	$334K	Hold	3,821	–	–	0.02%	279
2025 Q2	$319K	Buy	+3,821	New	+$303K	0.02%	342
2022 Q2	–	Sell	-3,732	Closed	-$279K	–	497
2022 Q1	$279K	Hold	3,732	–	–	0.02%	380
2021 Q4	$279K	Buy	+3,732	New	+$280K	0.02%	380
2018 Q4	–	Sell	-12,100	Closed	-$775K	–	130
2018 Q3	$775K	Hold	12,100	–	–	0.27%	44
2018 Q2	$767K	Buy	+12,100	New	+$801K	0.32%	40

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clarius Group LLC's IEFA Position: Q4 2025 in Review

Clarius Group LLC held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2025 at 3,821 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #259.

Clarius Group LLC first reported a position in IEFA in Q2 2018 and has held it in 7 quarters since. The position peaked at $775K in Q3 2018. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Clarius Group LLC held 3,821 shares of iShares Core MSCI EAFE ETF worth $342K as of Q4 2025.
Clarius Group LLC left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2025.
iShares Core MSCI EAFE ETF made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #259 holding.
Clarius Group LLC first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 7 quarters since.
Clarius Group LLC's iShares Core MSCI EAFE ETF position peaked at $775K in Q3 2018.
2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.