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

Clarkston 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
2026 Q1	–	Sell	-5,928	Closed	-$530K	–	137
2025 Q4	$530K	Hold	5,928	–	–	0.01%	137
2025 Q3	$518K	Hold	5,928	–	–	0.01%	131
2025 Q2	$495K	Hold	5,928	–	–	0.01%	127
2025 Q1	$448K	Sell	5,928 -158	-3%	-$11.8K	0.01%	124
2024 Q4	$428K	Hold	6,086	–	–	0.01%	124
2024 Q3	$475K	Hold	6,086	–	–	0.01%	121
2024 Q2	$442K	Buy	6,086 +158	+3%	+$11.6K	0.01%	125
2024 Q1	$440K	Hold	5,928	–	–	0.01%	124
2023 Q4	$417K	Hold	5,928	–	–	0.01%	121
2023 Q3	$381K	Sell	5,928 -1,125	-16%	-$75.3K	0.01%	123
2023 Q2	$476K	Hold	7,053	–	–	0.01%	115
2023 Q1	$471K	Hold	7,053	–	–	0.01%	115
2022 Q4	$435K	Sell	7,053 -21,185	-75%	-$1.25M	0.01%	128
2022 Q3	$1.49M	Buy	28,238 +20,085	+246%	+$1.18M	0.03%	80
2022 Q2	$480K	Hold	8,153	–	–	0.01%	130
2022 Q1	$567K	Hold	8,153	–	–	0.01%	127
2021 Q4	$609K	Sell	8,153 -4,333	-35%	-$326K	0.01%	112
2021 Q3	$927K	Hold	12,486	–	–	0.02%	82
2021 Q2	$935K	Sell	12,486 -231	-2%	-$17.4K	0.02%	83
2021 Q1	$916K	Hold	12,717	–	–	0.02%	81
2020 Q4	$879K	Buy	12,717 +4,564	+56%	+$295K	0.02%	68
2020 Q3	$491K	Hold	8,153	–	–	0.01%	76
2020 Q2	$466K	Buy	+8,153	New	+$442K	0.01%	74

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Clarkston Capital Partners's IEFA Position: Q1 2026 in Review

Clarkston Capital Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 5,928 shares — an estimated $530K sold.

Clarkston Capital Partners first reported a position in IEFA in Q2 2020 and held it in 23 quarters. The position peaked at $1.49M in Q3 2022. 2,417 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Clarkston Capital Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 5,928 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $530K.
Clarkston Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 23 quarters.
Clarkston Capital Partners's iShares Core MSCI EAFE ETF position peaked at $1.49M in Q3 2022.
2,417 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.