Claro Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Claro Advisors’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	$4.62M	Sell	47,863 -3,334	-7%	-$320K	0.49%	42
2026 Q1	$4.63M	Buy	51,197 +23,610	+86%	+$2.2M	0.56%	39
2025 Q4	$2.47M	Buy	27,587 +2,721	+11%	+$241K	0.34%	61
2025 Q3	$2.17M	Sell	24,866 -1,816	-7%	-$154K	0.32%	69
2025 Q2	$2.23M	Sell	26,682 -15,230	-36%	-$1.21M	0.37%	58
2025 Q1	$3.17M	Sell	41,912 -4,484	-10%	-$335K	0.42%	43
2024 Q4	$3.26M	Sell	46,396 -42,021	-48%	-$3.1M	0.44%	43
2024 Q3	$6.9M	Buy	88,417 +111	+0.1%	+$8.31K	0.89%	19
2024 Q2	$6.41M	Sell	88,306 -4,855	-5%	-$357K	1%	18
2024 Q1	$6.91M	Sell	93,161 -7,502	-7%	-$534K	1.2%	14
2023 Q4	$7.08M	Buy	100,663 +25,837	+35%	+$1.7M	1.53%	9
2023 Q3	$4.82M	Buy	74,826 +18,816	+34%	+$1.26M	1.2%	13
2023 Q2	$3.78M	Buy	56,010 +23,098	+70%	+$1.57M	0.94%	17
2023 Q1	$2.2M	Buy	32,912 +5,495	+20%	+$360K	0.65%	32
2022 Q4	$1.69M	Buy	27,417 +14,703	+116%	+$865K	0.55%	39
2022 Q3	$748K	Hold	12,714	–	–	0.3%	80
2022 Q2	$748K	Buy	12,714 +3,884	+44%	+$249K	0.3%	80
2022 Q1	$659K	Hold	8,830	–	–	0.24%	114
2021 Q4	$659K	Buy	8,830 +803	+10%	+$60.3K	0.24%	114
2021 Q3	$596K	Buy	8,027 +4,911	+158%	+$374K	0.25%	115
2021 Q2	$233K	Buy	+3,116	New	+$235K	0.1%	205
2020 Q4	–	Sell	-3,417	Closed	-$206K	–	215
2020 Q3	$206K	Buy	+3,417	New	+$206K	0.13%	184
2020 Q1	–	Sell	-4,003	Closed	-$261K	–	170
2019 Q4	$261K	Sell	4,003 -100	-2%	-$6.34K	0.2%	129
2019 Q3	$251K	Sell	4,103 -115	-3%	-$6.94K	0.22%	131
2019 Q2	$259K	Hold	4,218	–	–	0.24%	127
2019 Q1	$256K	Buy	4,218 +530	+14%	+$31.3K	0.25%	121
2018 Q4	$236K	Buy	+3,688	New	+$216K	0.19%	116

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

Claro Advisors's IEFA Position: Q2 2026 in Review

Claro Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.5% in Q2 2026, selling an estimated $320K and leaving 47,863 shares worth $4.62M. The position accounts for 0.49% of the portfolio, ranked #42.

Claro Advisors first reported a position in IEFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.08M in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Claro Advisors held 47,863 shares of iShares Core MSCI EAFE ETF worth $4.62M as of Q2 2026.
Claro Advisors sold 3,334 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $320K.
iShares Core MSCI EAFE ETF made up 0.49% of Claro Advisors's portfolio in Q2 2026, its #42 holding.
Claro Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
Claro Advisors's iShares Core MSCI EAFE ETF position peaked at $7.08M in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.