CT
IEFA icon

Coastline Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Coastline Trust’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 		$32M Buy
331,526
+8,337
+3% +$801K 2.84% 10
2026
Q1 		$29.3M Buy
323,189
+38,855
+14% +$3.63M 2.9% 10
2025
Q4 		$25.4M Buy
284,334
+66,249
+30% +$5.86M 2.39% 11
2025
Q3 		$19M Buy
218,085
+12,319
+6% +$1.05M 2.04% 11
2025
Q2 		$17.2M Buy
205,766
+66,174
+47% +$5.25M 1.97% 12
2025
Q1 		$10.6M Sell
139,592
-8,778
-6% -$656K 1.31% 21
2024
Q4 		$10.4M Sell
148,370
-1,894
-1% -$140K 1.22% 19
2024
Q3 		$11.7M Buy
150,264
+2,863
+2% +$214K 1.38% 18
2024
Q2 		$10.7M Sell
147,401
-2,922
-2% -$215K 1.25% 17
2024
Q1 		$11.2M Sell
150,323
-2,330
-2% -$166K 1.35% 16
2023
Q4 		$10.7M Sell
152,653
-100,866
-40% -$6.65M 1.43% 14
2023
Q3 		$16.3M Buy
253,519
+45,836
+22% +$3.07M 2.41% 8
2023
Q2 		$14M Buy
207,683
+184,893
+811% +$12.5M 1.96% 10
2023
Q1 		$1.52M Buy
+22,790
New +$1.49M 0.23% 121

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Coastline Trust's IEFA Position: Q2 2026 in Review

Coastline Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q2 2026, buying an estimated $801K and bringing the position to 331,526 shares worth $32M. The position accounts for 2.84% of the portfolio, ranked #10.

Coastline Trust first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Coastline Trust held 331,526 shares of iShares Core MSCI EAFE ETF worth $32M as of Q2 2026.
  • Coastline Trust bought 8,337 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $801K.
  • iShares Core MSCI EAFE ETF made up 2.84% of Coastline Trust's portfolio in Q2 2026, its #10 holding.
  • Coastline Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.