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

Clearstead 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
Q1 		$93.3M Buy
1,031,127
+107,080
+12% +$9.99M 0.85% 24
2025
Q4 		$82.7M Buy
924,047
+79,311
+9% +$7.01M 1.04% 19
2025
Q3 		$73.8M Buy
844,736
+83,798
+11% +$7.12M 0.97% 23
2025
Q2 		$63.5M Buy
760,938
+20,199
+3% +$1.6M 0.89% 23
2025
Q1 		$56M Sell
740,739
-4,434
-0.6% -$332K 0.87% 23
2024
Q4 		$52.4M Buy
745,173
+19,491
+3% +$1.44M 0.79% 27
2024
Q3 		$56.6M Sell
725,682
-7,793
-1% -$583K 0.88% 21
2024
Q2 		$53.3M Buy
733,475
+611,649
+502% +$45M 0.91% 22
2024
Q1 		$9.1M Buy
121,826
+6,535
+6% +$465K 0.45% 45
2023
Q4 		$8.11M Sell
115,291
-101,836
-47% -$6.71M 0.43% 44
2023
Q3 		$14M Buy
217,127
+121,024
+126% +$8.1M 0.41% 53
2023
Q2 		$6.49M Buy
96,103
+7,703
+9% +$522K 0.39% 52
2023
Q1 		$5.91M Buy
88,400
+5,856
+7% +$384K 0.43% 48
2022
Q4 		$5.09M Buy
82,544
+1,931
+2% +$114K 0.4% 55
2022
Q3 		$4.25M Buy
80,613
+105
+0.1% +$6.17K 0.39% 57
2022
Q2 		$4.74M Buy
80,508
+8,529
+12% +$547K 0.37% 60
2022
Q1 		$5M Sell
71,979
-15,827
-18% -$1.12M 0.34% 65
2021
Q4 		$6.55M Sell
87,806
-9,244
-10% -$695K 0.45% 49
2021
Q3 		$7.21M Sell
97,050
-386
-0.4% -$29.4K 0.54% 38
2021
Q2 		$7.29M Sell
97,436
-2,177
-2% -$164K 0.56% 36
2021
Q1 		$7.18M Sell
99,613
-539
-0.5% -$38.5K 0.6% 36
2020
Q4 		$6.92M Sell
100,152
-20,205
-17% -$1.31M 0.63% 35
2020
Q3 		$7.25M Buy
120,357
+17,294
+17% +$1.04M 0.78% 28
2020
Q2 		$5.89M Sell
103,063
-15,227
-13% -$825K 0.68% 34
2020
Q1 		$5.9M Buy
118,290
+32,758
+38% +$1.95M 0.86% 25
2019
Q4 		$5.58M Sell
85,532
-1,035
-1% -$65.6K 0.68% 33
2019
Q3 		$5.29M Buy
86,567
+2,867
+3% +$173K 0.71% 31
2019
Q2 		$5.14M Sell
83,700
-6,024
-7% -$369K 0.68% 36
2019
Q1 		$5.45M Sell
89,724
-31,943
-26% -$1.89M 0.75% 33
2018
Q4 		$6.69M Buy
121,667
+100,665
+479% +$5.9M 1.04% 18
2018
Q3 		$1.35M Buy
21,002
+9,208
+78% +$587K 0.18% 93
2018
Q2 		$747K Sell
11,794
-12,322
-51% -$816K 0.11% 121
2018
Q1 		$1.59M Buy
24,116
+11,787
+96% +$792K 0.23% 75
2017
Q4 		$815K Sell
12,329
-65,440
-84% -$4.27M 0.11% 119
2017
Q3 		$4.99M Buy
77,769
+25,243
+48% +$1.58M 0.65% 32
2017
Q2 		$3.2M Sell
52,526
-1,236
-2% -$74.6K 0.47% 51
2017
Q1 		$3.12M Buy
53,762
+8,318
+18% +$468K 0.45% 49
2016
Q4 		$2.44M Buy
+45,444
New +$2.44M 0.39% 51

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clearstead Advisors's IEFA Position: Q1 2026 in Review

Clearstead Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, buying an estimated $9.99M and bringing the position to 1,031,127 shares worth $93.3M. The position accounts for 0.85% of the portfolio, ranked #24.

Clearstead Advisors first reported a position in IEFA in Q4 2016 and has held it in 38 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Clearstead Advisors held 1,031,127 shares of iShares Core MSCI EAFE ETF worth $93.3M as of Q1 2026.
  • Clearstead Advisors bought 107,080 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $9.99M.
  • iShares Core MSCI EAFE ETF made up 0.85% of Clearstead Advisors's portfolio in Q1 2026, its #24 holding.
  • Clearstead Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.