Clifford Swan Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clifford Swan Investment Counsel’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	$480K	Buy	4,972 +2,226	+81%	+$214K	0.02%	224
2026 Q1	$249K	Buy	2,746 +114	+4%	+$10.6K	0.01%	298
2025 Q4	$235K	Sell	2,632 -73	-3%	-$6.46K	0.01%	303
2025 Q3	$236K	Buy	2,705 +73	+3%	+$6.2K	0.01%	305
2025 Q2	$220K	Buy	+2,632	New	+$209K	0.01%	301
2024 Q4	–	Sell	-2,889	Closed	-$225K	–	312
2024 Q3	$225K	Hold	2,889	–	–	0.01%	300
2024 Q2	$210K	Sell	2,889 -65	-2%	-$4.78K	0.01%	297
2024 Q1	$219K	Sell	2,954 -504	-15%	-$35.9K	0.01%	294
2023 Q4	$243K	Hold	3,458	–	–	0.01%	281
2023 Q3	$223K	Buy	+3,458	New	+$232K	0.01%	283
2022 Q1	–	Sell	-2,770	Closed	-$207K	–	328
2021 Q4	$207K	Buy	+2,770	New	+$208K	0.01%	329

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

Clifford Swan Investment Counsel's IEFA Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its iShares Core MSCI EAFE ETF (IEFA) stake by 81% in Q2 2026, buying an estimated $214K and bringing the position to 4,972 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #224.

Clifford Swan Investment Counsel first reported a position in IEFA in Q4 2021 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Clifford Swan Investment Counsel held 4,972 shares of iShares Core MSCI EAFE ETF worth $480K as of Q2 2026.
Clifford Swan Investment Counsel bought 2,226 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $214K.
iShares Core MSCI EAFE ETF made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #224 holding.
Clifford Swan Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.