Clear Creek Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clear Creek Financial Management’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	$7.82M	Buy	80,957 +31,495	+64%	+$3.03M	0.5%	44
2026 Q1	$4.48M	Buy	+49,462	New	+$4.62M	0.34%	65
2025 Q2	–	Sell	-2,742	Closed	-$207K	–	560
2025 Q1	$207K	Sell	2,742 -744	-21%	-$55.6K	0.02%	485
2024 Q4	$245K	Sell	3,486 -1,955	-36%	-$144K	0.03%	413
2024 Q3	$425K	Hold	5,441	–	–	0.05%	289
2024 Q2	$395K	Buy	5,441 +57	+1%	+$4.19K	0.05%	285
2024 Q1	$400K	Buy	5,384 +2,255	+72%	+$161K	0.05%	278
2023 Q4	$220K	Sell	3,129 -4,097	-57%	-$270K	0.04%	302
2023 Q3	$465K	Sell	7,226 -938	-11%	-$62.8K	0.08%	177
2023 Q2	$551K	Sell	8,164 -25	-0.3%	-$1.7K	0.1%	162
2023 Q1	$547K	Buy	8,189 +27	+0.3%	+$1.77K	0.1%	150
2022 Q4	$503K	Buy	8,162 +2,744	+51%	+$161K	0.11%	148
2022 Q3	$285K	Sell	5,418 -286	-5%	-$16.8K	0.06%	198
2022 Q2	$336K	Sell	5,704 -271	-5%	-$17.4K	0.07%	200
2022 Q1	$415K	Sell	5,975 -22,976	-79%	-$1.63M	0.07%	208
2021 Q4	$2.16M	Buy	28,951 +1,063	+4%	+$79.9K	0.33%	77
2021 Q3	$2.07M	Buy	27,888 +792	+3%	+$60.3K	0.33%	78
2021 Q2	$2.03M	Buy	+27,096	New	+$2.05M	0.31%	88
2021 Q1	–	Sell	-16,475	Closed	-$1.14M	–	141
2020 Q4	$1.14M	Sell	16,475 -793,285	-98%	-$51.3M	0.22%	103
2020 Q3	$48.8M	Buy	809,760 +796,745	+6,122%	+$48.1M	2.21%	12
2020 Q2	$743K	Buy	+13,015	New	+$705K	0.19%	81

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

Clear Creek Financial Management's IEFA Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 64% in Q2 2026, buying an estimated $3.03M and bringing the position to 80,957 shares worth $7.82M. The position accounts for 0.5% of the portfolio, ranked #44.

Clear Creek Financial Management first reported a position in IEFA in Q2 2020 and has held it in 21 quarters since. The position peaked at $48.8M in Q3 2020. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clear Creek Financial Management held 80,957 shares of iShares Core MSCI EAFE ETF worth $7.82M as of Q2 2026.
Clear Creek Financial Management bought 31,495 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.03M.
iShares Core MSCI EAFE ETF made up 0.5% of Clear Creek Financial Management's portfolio in Q2 2026, its #44 holding.
Clear Creek Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 21 quarters since.
Clear Creek Financial Management's iShares Core MSCI EAFE ETF position peaked at $48.8M in Q3 2020.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.