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CM Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CM Wealth 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 		$1.06M Sell
11,749
-315
-3% -$29.4K 0.23% 43
2025
Q4 		$1.08M Buy
12,064
+712
+6% +$63K 0.24% 39
2025
Q3 		$991K Sell
11,352
-221
-2% -$18.8K 0.26% 30
2025
Q2 		$966K Buy
11,573
+434
+4% +$34.4K 0.28% 29
2025
Q1 		$843K Sell
11,139
-114
-1% -$8.53K 0.27% 34
2024
Q4 		$791K Sell
11,253
-79
-0.7% -$5.83K 0.26% 36
2024
Q3 		$884K Sell
11,332
-564
-5% -$42.2K 0.29% 32
2024
Q2 		$864K Sell
11,896
-12,881
-52% -$948K 0.41% 20
2024
Q1 		$1.83M Buy
24,777
+12,027
+94% +$856K 0.52% 27
2023
Q4 		$897K Sell
12,750
-440
-3% -$29K 0.39% 23
2023
Q3 		$874K Buy
+13,190
New +$883K 0.34% 24
2023
Q2 		– Sell
-13,092
Closed -$890K – 293
2023
Q1 		$890K Hold
13,092
– – 0.17% 179
2022
Q4 		$809K Sell
13,092
-2,600
-17% -$153K 0.41% 22
2022
Q3 		$826M Hold
15,692
– – 0.46% 22
2022
Q2 		$923K Buy
+15,692
New +$1.01M 0.57% 21

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CM Wealth Advisors's IEFA Position: Q1 2026 in Review

CM Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q1 2026, selling an estimated $29.4K and leaving 11,749 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #43.

CM Wealth Advisors first reported a position in IEFA in Q2 2022 and has held it in 15 quarters since. The position peaked at $826M in Q3 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • CM Wealth Advisors held 11,749 shares of iShares Core MSCI EAFE ETF worth $1.06M as of Q1 2026.
  • CM Wealth Advisors sold 315 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $29.4K.
  • iShares Core MSCI EAFE ETF made up 0.23% of CM Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • CM Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 15 quarters since.
  • CM Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $826M in Q3 2022.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.