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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clearwater Capital Advisors's IEFA Position: Q1 2026 in Review

Clearwater Capital Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 2,235 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings. This is a return to the name: Clearwater Capital Advisors previously reported a position in IEFA as recently as Q3 2025.

Clearwater Capital Advisors first reported a position in IEFA in Q3 2024 and has held it in 4 quarters since. The position peaked at $207K in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Clearwater Capital Advisors held 2,235 shares of iShares Core MSCI EAFE ETF worth $202K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Clearwater Capital Advisors position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #174 holding.
Clearwater Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 4 quarters since.
Clearwater Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $207K in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.