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

Clarus Wealth 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	$4.32M	Buy	44,870 +1,358	+3%	+$130K	1.67%	17
2026 Q1	$3.99M	Buy	+43,512	New	+$4.06M	1.7%	15
2019 Q3	–	Sell	-72	Closed	-$4K	–	333
2019 Q2	$4K	Hold	72	–	–	﹤0.01%	513
2019 Q1	$4K	Hold	72	–	–	﹤0.01%	602
2018 Q4	$4K	Sell	72 -1,141	-94%	-$66.9K	0.01%	598
2018 Q3	$78K	Sell	1,213 -89,747	-99%	-$5.72M	0.05%	235
2018 Q2	$5.99M	Hold	90,960	–	–	4.53%	7
2018 Q1	$5.99M	Sell	90,960 -18,168	-17%	-$1.22M	5.53%	7
2017 Q4	$7.21M	Buy	+109,128	New	+$7.11M	6.94%	4

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Clarus Wealth Advisors's IEFA Position: Q2 2026 in Review

Clarus Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q2 2026, buying an estimated $130K and bringing the position to 44,870 shares worth $4.32M. The position accounts for 1.67% of the portfolio, ranked #17.

Clarus Wealth Advisors first reported a position in IEFA in Q4 2017 and has held it in 9 quarters since. The position peaked at $7.21M in Q4 2017. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clarus Wealth Advisors held 44,870 shares of iShares Core MSCI EAFE ETF worth $4.32M as of Q2 2026.
Clarus Wealth Advisors bought 1,358 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $130K.
iShares Core MSCI EAFE ETF made up 1.67% of Clarus Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Clarus Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 9 quarters since.
Clarus Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $7.21M in Q4 2017.
1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.