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Clune & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clune & Associates’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 		$204K Sell
2,116
-184
-8% -$17.7K 0.03% 168
2026
Q1 		$208K Sell
2,300
-152
-6% -$14.2K 0.04% 158
2025
Q4 		$219K Buy
+2,452
New +$217K 0.05% 155

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clune & Associates's IEFA Position: Q2 2026 in Review

Clune & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q2 2026, selling an estimated $17.7K and leaving 2,116 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #168.

Clune & Associates first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 635 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Clune & Associates held 2,116 shares of iShares Core MSCI EAFE ETF worth $204K as of Q2 2026.
  • Clune & Associates sold 184 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.7K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Clune & Associates's portfolio in Q2 2026, its #168 holding.
  • Clune & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Clune & Associates's iShares Core MSCI EAFE ETF position peaked at $219K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.