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

Clearstead Trust’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	$228K	Buy	2,361 +109	+5%	+$10.5K	0.03%	178
2026 Q1	$204K	Sell	2,252 -1,129	-33%	-$105K	0.03%	188
2025 Q4	$302K	Sell	3,381 -186	-5%	-$16.4K	0.05%	158
2025 Q3	$311K	Sell	3,567 -784	-18%	-$66.6K	0.05%	146
2025 Q2	$363K	Buy	4,351 +2,020	+87%	+$160K	0.07%	128
2025 Q1	$176K	Hold	2,331	–	–	0.04%	164
2024 Q4	$164K	Hold	2,331	–	–	0.04%	163
2024 Q3	$182K	Hold	2,331	–	–	0.04%	141
2024 Q2	$169K	Hold	2,331	–	–	0.04%	140
2024 Q1	$173K	Hold	2,331	–	–	0.05%	144
2023 Q4	$164K	Sell	2,331 -1,950	-46%	-$129K	0.04%	170
2023 Q3	$275K	Buy	4,281 +2,498	+140%	+$167K	0.09%	99
2023 Q2	$120K	Buy	1,783 +405	+29%	+$27.5K	0.04%	168
2023 Q1	$92.1K	Buy	1,378 +630	+84%	+$41.3K	0.03%	186
2022 Q4	$46K	Hold	748	–	–	0.02%	232
2022 Q3	$39K	Buy	+748	New	+$44K	0.01%	220
2018 Q4	–	Sell	-650	Closed	-$42K	–	229
2018 Q3	$42K	Sell	650 -365	-36%	-$23.3K	0.03%	138
2018 Q2	$64K	Buy	+1,015	New	+$67.2K	0.06%	129
2018 Q1	–	Sell	-1,431	Closed	-$95K	–	150
2017 Q4	$95K	Hold	1,431	–	–	0.06%	130
2017 Q3	$92K	Hold	1,431	–	–	0.07%	140
2017 Q2	$87K	Buy	+1,431	New	+$86.4K	0.07%	133

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

Clearstead Trust's IEFA Position: Q2 2026 in Review

Clearstead Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,361 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #178.

Clearstead Trust first reported a position in IEFA in Q2 2017 and has held it in 21 quarters since. The position peaked at $363K in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clearstead Trust held 2,361 shares of iShares Core MSCI EAFE ETF worth $228K as of Q2 2026.
Clearstead Trust bought 109 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
iShares Core MSCI EAFE ETF made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #178 holding.
Clearstead Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 21 quarters since.
Clearstead Trust's iShares Core MSCI EAFE ETF position peaked at $363K in Q2 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.