Clark Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clark Asset 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 Q2	$1.18M	Buy	12,240 +810	+7%	+$77.8K	0.09%	85
2026 Q1	$1.03M	Sell	11,430 -2,157	-16%	-$201K	0.1%	77
2025 Q4	$1.22M	Buy	13,587 +2,248	+20%	+$199K	0.13%	64
2025 Q3	$990K	Sell	11,339 -2,683	-19%	-$228K	0.12%	72
2025 Q2	$1.17M	Buy	14,022 +8,323	+146%	+$661K	0.16%	58
2025 Q1	$431K	Sell	5,699 -10,758	-65%	-$804K	0.07%	94
2024 Q4	$1.16M	Buy	16,457 +1,842	+13%	+$136K	0.22%	44
2024 Q3	$1.14M	Buy	+14,615	New	+$1.09M	0.25%	39

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

Clark Asset Management's IEFA Position: Q2 2026 in Review

Clark Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, buying an estimated $77.8K and bringing the position to 12,240 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #85.

Clark Asset Management first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clark Asset Management held 12,240 shares of iShares Core MSCI EAFE ETF worth $1.18M as of Q2 2026.
Clark Asset Management bought 810 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $77.8K.
iShares Core MSCI EAFE ETF made up 0.09% of Clark Asset Management's portfolio in Q2 2026, its #85 holding.
Clark Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Clark Asset Management's iShares Core MSCI EAFE ETF position peaked at $1.22M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.