Clayton Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clayton Financial 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 Q2	$6.36M	Sell	65,826 -2,072	-3%	-$199K	3.52%	8
2026 Q1	$6.15M	Sell	67,898 -2,269	-3%	-$212K	3.16%	9
2025 Q4	$6.28M	Buy	70,167 +14,263	+26%	+$1.26M	3.2%	9
2025 Q3	$4.88M	Buy	55,904 +19,448	+53%	+$1.65M	3.57%	7
2025 Q2	$3.04M	Sell	36,456 -58,108	-61%	-$4.61M	3.62%	9
2025 Q1	$7.15M	Buy	94,564 +11,298	+14%	+$845K	2.62%	11
2024 Q4	$5.85M	Buy	83,266 +4,234	+5%	+$312K	2.11%	12
2024 Q3	$6.17M	Buy	79,032 +7,607	+11%	+$569K	2.31%	11
2024 Q2	$5.3M	Buy	71,425 +2,448	+4%	+$180K	2.29%	11
2024 Q1	$5.12M	Buy	68,977 +9,839	+17%	+$700K	2.33%	12
2023 Q4	$4.16M	Buy	+59,138	New	+$3.9M	2.59%	12

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

Clayton Financial Group's IEFA Position: Q2 2026 in Review

Clayton Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q2 2026, selling an estimated $199K and leaving 65,826 shares worth $6.36M. The position accounts for 3.52% of the portfolio, ranked #8.

Clayton Financial Group first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.15M in Q1 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clayton Financial Group held 65,826 shares of iShares Core MSCI EAFE ETF worth $6.36M as of Q2 2026.
Clayton Financial Group sold 2,072 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $199K.
iShares Core MSCI EAFE ETF made up 3.52% of Clayton Financial Group's portfolio in Q2 2026, its #8 holding.
Clayton Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Clayton Financial Group's iShares Core MSCI EAFE ETF position peaked at $7.15M in Q1 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.