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 Q1	$15.8M	Buy	174,201 +23,700	+16%	+$2.21M	1.12%	19
2025 Q4	$13.5M	Buy	150,501 +63,434	+73%	+$5.61M	1.01%	19
2025 Q3	$7.6M	Buy	87,067 +30,431	+54%	+$2.59M	0.58%	43
2025 Q2	$4.73M	Buy	+56,636	New	+$4.49M	0.39%	65
2025 Q1	–	Sell	-37,007	Closed	-$2.6M	–	318
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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Diego, California $376B 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