Clear Harbor Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clear Harbor Asset 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	$825K	Sell	8,545 -110	-1%	-$10.6K	0.05%	240
2026 Q1	$784K	Buy	8,655 +229	+3%	+$21.4K	0.05%	245
2025 Q4	$754K	Hold	8,426	–	–	0.05%	248
2025 Q3	$736K	Hold	8,426	–	–	0.05%	236
2025 Q2	$703K	Buy	8,426 +270	+3%	+$21.4K	0.05%	234
2025 Q1	$617K	Buy	+8,156	New	+$610K	0.05%	232
2020 Q4	–	Sell	-375	Closed	-$22.6K	–	500
2020 Q3	$22.6K	Buy	+375	New	+$22.6K	﹤0.01%	489
2020 Q1	–	Sell	-375	Closed	-$24.5K	–	456
2019 Q4	$24.5K	Buy	+375	New	+$23.8K	﹤0.01%	495

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 Harbor Asset Management's IEFA Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $10.6K and leaving 8,545 shares worth $825K. The position accounts for 0.05% of the portfolio, ranked #240.

Clear Harbor Asset Management first reported a position in IEFA in Q4 2019 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clear Harbor Asset Management held 8,545 shares of iShares Core MSCI EAFE ETF worth $825K as of Q2 2026.
Clear Harbor Asset Management sold 110 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.6K.
iShares Core MSCI EAFE ETF made up 0.05% of Clear Harbor Asset Management's portfolio in Q2 2026, its #240 holding.
Clear Harbor Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 8 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.