Coastal Bridge Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Coastal Bridge 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	$20.8M	Buy	215,453 +41,252	+24%	+$3.96M	1.29%	17
2026 Q1	$15.8M	Buy	174,201 +23,700	+16%	+$2.21M	1.11%	19
2025 Q4	$13.5M	Buy	150,501 +63,434	+73%	+$5.61M	1%	19
2025 Q3	$7.6M	Buy	87,067 +30,431	+54%	+$2.59M	0.58%	43
2025 Q2	$4.73M	Buy	56,636 +10,642	+23%	+$845K	0.39%	65
2025 Q1	$3.48M	Buy	45,994 +8,987	+24%	+$672K	0.31%	82
2024 Q4	$2.6M	Buy	37,007 +1,899	+5%	+$140K	0.65%	36
2024 Q3	$2.74M	Buy	35,108 +39	+0.1%	+$2.92K	0.68%	34
2024 Q2	$2.55M	Buy	35,069 +48	+0.1%	+$3.53K	0.63%	33
2024 Q1	$2.6M	Buy	35,021 +213	+0.6%	+$15.2K	0.6%	33
2023 Q4	$2.45M	Buy	34,808 +10,862	+45%	+$716K	0.63%	33
2023 Q3	$1.54M	Buy	+23,946	New	+$1.6M	0.41%	40

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

Coastal Bridge Advisors's IEFA Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q2 2026, buying an estimated $3.96M and bringing the position to 215,453 shares worth $20.8M. The position accounts for 1.29% of the portfolio, ranked #17.

Coastal Bridge Advisors first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Coastal Bridge Advisors held 215,453 shares of iShares Core MSCI EAFE ETF worth $20.8M as of Q2 2026.
Coastal Bridge Advisors bought 41,252 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.96M.
iShares Core MSCI EAFE ETF made up 1.29% of Coastal Bridge Advisors's portfolio in Q2 2026, its #17 holding.
Coastal Bridge Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.