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

Clearwater Capital 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 Q2	$212K	Sell	2,192 -43	-2%	-$4.13K	0.02%	182
2026 Q1	$202K	Buy	+2,235	New	+$209K	0.02%	174
2025 Q4	–	Sell	-2,295	Closed	-$200K	–	169
2025 Q3	$200K	Sell	2,295 -179	-7%	-$15.2K	0.02%	166
2025 Q2	$207K	Buy	+2,474	New	+$196K	0.02%	158
2024 Q4	–	Sell	-2,635	Closed	-$206K	–	174
2024 Q3	$206K	Buy	+2,635	New	+$197K	0.02%	164

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

Clearwater Capital Advisors's IEFA Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, selling an estimated $4.13K and leaving 2,192 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #182.

Clearwater Capital Advisors first reported a position in IEFA in Q3 2024 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clearwater Capital Advisors held 2,192 shares of iShares Core MSCI EAFE ETF worth $212K as of Q2 2026.
Clearwater Capital Advisors sold 43 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.13K.
iShares Core MSCI EAFE ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #182 holding.
Clearwater Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 5 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.