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

Clark Capital Management Group’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
Q1 		$1.04M Buy
11,517
+4,724
+70% +$441K 0.01% 307
2025
Q4 		$608K Buy
6,793
+1,847
+37% +$163K ﹤0.01% 347
2025
Q3 		$432K Buy
4,946
+286
+6% +$24.3K ﹤0.01% 359
2025
Q2 		$389K Sell
4,660
-182
-4% -$14.4K ﹤0.01% 347
2025
Q1 		$366K Buy
+4,842
New +$362K ﹤0.01% 363
2024
Q1 		– Sell
-3,751
Closed -$264K – 406
2023
Q4 		$264K Buy
+3,751
New +$247K ﹤0.01% 351
2023
Q2 		– Sell
-91,496
Closed -$6.12M – 354
2023
Q1 		$6.12M Sell
91,496
-48,806
-35% -$3.2M 0.07% 165
2022
Q4 		$8.65M Buy
+140,302
New +$8.26M 0.08% 155
2018
Q2 		– Sell
-3,989
Closed -$263K – 287
2018
Q1 		$263K Sell
3,989
-2,177
-35% -$146K 0.01% 260
2017
Q4 		$408K Buy
+6,166
New +$402K 0.01% 239
2017
Q3 		– Sell
-58,148
Closed -$3.54M – 308
2017
Q2 		$3.54M Sell
58,148
-2,682
-4% -$162K 0.14% 130
2017
Q1 		$3.52M Sell
60,830
-5,200
-8% -$292K 0.16% 130
2016
Q4 		$3.54M Sell
66,030
-7,419
-10% -$398K 0.18% 130
2016
Q3 		$4.05M Sell
73,449
-8,522
-10% -$460K 0.23% 131
2016
Q2 		$4.25M Buy
81,971
+69,361
+550% +$3.71M 0.28% 111
2016
Q1 		$670K Sell
12,610
-1,563
-11% -$79.7K 0.05% 193
2015
Q4 		$771K Sell
14,173
-4,164
-23% -$231K 0.06% 176
2015
Q3 		$968K Sell
18,337
-112,946
-86% -$6.4M 0.09% 171
2015
Q2 		$7.65M Buy
131,283
+113,120
+623% +$6.88M 0.7% 47
2015
Q1 		$1.06M Sell
18,163
-767
-4% -$44K 0.1% 174
2014
Q4 		$1.05M Sell
18,930
-27,992
-60% -$1.59M 0.1% 129
2014
Q3 		$2.73M Sell
46,922
-399
-0.8% -$24.2K 0.24% 82
2014
Q2 		$2.94M Buy
+47,321
New +$2.94M 0.25% 91

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clark Capital Management Group's IEFA Position: Q1 2026 in Review

Clark Capital Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 70% in Q1 2026, buying an estimated $441K and bringing the position to 11,517 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #307.

Clark Capital Management Group first reported a position in IEFA in Q2 2014 and has held it in 23 quarters since. The position peaked at $8.65M in Q4 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Clark Capital Management Group held 11,517 shares of iShares Core MSCI EAFE ETF worth $1.04M as of Q1 2026.
  • Clark Capital Management Group bought 4,724 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $441K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #307 holding.
  • Clark Capital Management Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2014 and has held it in 23 quarters since.
  • Clark Capital Management Group's iShares Core MSCI EAFE ETF position peaked at $8.65M in Q4 2022.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.