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Cobblestone Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cobblestone Capital 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
2025
Q3 		$712K Sell
8,150
-370
-4% -$31.4K 0.03% 173
2025
Q2 		$711K Sell
8,520
-1,155
-12% -$91.7K 0.04% 168
2025
Q1 		$732K Buy
9,675
+395
+4% +$29.5K 0.04% 159
2024
Q4 		$652K Hold
9,280
– – 0.04% 160
2024
Q3 		$724K Sell
9,280
-176
-2% -$13.2K 0.04% 156
2024
Q2 		$687K Hold
9,456
– – 0.04% 148
2024
Q1 		$702K Hold
9,456
– – 0.04% 148
2023
Q4 		$665K Hold
9,456
– – 0.04% 154
2023
Q3 		$608K Sell
9,456
-393
-4% -$26.3K 0.05% 147
2023
Q2 		$665K Buy
9,849
+34
+0.3% +$2.31K 0.05% 148
2023
Q1 		$656K Sell
9,815
-554
-5% -$36.3K 0.05% 145
2022
Q4 		$639K Sell
10,369
-218
-2% -$12.8K 0.05% 147
2022
Q3 		$558K Buy
10,587
+1,710
+19% +$101K 0.05% 143
2022
Q2 		$522K Sell
8,877
-180
-2% -$11.5K 0.04% 157
2022
Q1 		$630K Hold
9,057
– – 0.04% 147
2021
Q4 		$676K Sell
9,057
-820
-8% -$61.6K 0.04% 145
2021
Q3 		$733K Buy
9,877
+717
+8% +$54.5K 0.05% 134
2021
Q2 		$686K Hold
9,160
– – 0.05% 145
2021
Q1 		$660K Sell
9,160
-323
-3% -$23.1K 0.05% 145
2020
Q4 		$655K Sell
9,483
-2,140
-18% -$138K 0.05% 139
2020
Q3 		$701K Hold
11,623
– – 0.06% 125
2020
Q2 		$664K Sell
11,623
-695
-6% -$37.7K 0.06% 130
2020
Q1 		$615K Sell
12,318
-9,331
-43% -$555K 0.07% 131
2019
Q4 		$1.41M Sell
21,649
-1,236
-5% -$78.4K 0.13% 86
2019
Q3 		$1.4M Buy
22,885
+464
+2% +$28K 0.14% 80
2019
Q2 		$1.38M Buy
22,421
+243
+1% +$14.9K 0.12% 84
2019
Q1 		$1.35M Sell
22,178
-187
-0.8% -$11K 0.13% 81
2018
Q4 		$1.23M Sell
22,365
-3,130
-12% -$184K 0.13% 79
2018
Q3 		$1.63M Buy
25,495
+1,218
+5% +$77.6K 0.15% 72
2018
Q2 		$1.54M Sell
24,277
-14,844
-38% -$982K 0.15% 70
2018
Q1 		$2.58M Sell
39,121
-1,635
-4% -$110K 0.26% 64
2017
Q4 		$2.69M Sell
40,756
-2,058
-5% -$134K 0.27% 65
2017
Q3 		$2.75M Sell
42,814
-1,251
-3% -$78.3K 0.34% 58
2017
Q2 		$2.68M Sell
44,065
-2,400
-5% -$145K 0.35% 58
2017
Q1 		$2.69M Sell
46,465
-3,843
-8% -$216K 0.36% 57
2016
Q4 		$2.7M Sell
50,308
-7,880
-14% -$423K 0.37% 57
2016
Q3 		$3.21M Sell
58,188
-236,002
-80% -$12.7M 0.45% 52
2016
Q2 		$15.3M Buy
294,190
+12,094
+4% +$647K 2.18% 8
2016
Q1 		$15M Buy
282,096
+178,401
+172% +$9.1M 2.19% 8
2015
Q4 		$5.64M Buy
103,695
+81,105
+359% +$4.5M 0.85% 37
2015
Q3 		$1.19M Buy
22,590
+13,655
+153% +$774K 0.19% 69
2015
Q2 		$521K Buy
8,935
+3,530
+65% +$215K 0.08% 118
2015
Q1 		$316K Buy
+5,405
New +$310K 0.05% 138

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cobblestone Capital Advisors's IEFA Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.3% in Q3 2025, selling an estimated $31.4K and leaving 8,150 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #173.

Cobblestone Capital Advisors first reported a position in IEFA in Q1 2015 and has held it in 43 quarters since. The position peaked at $15.3M in Q2 2016. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Cobblestone Capital Advisors held 8,150 shares of iShares Core MSCI EAFE ETF worth $712K as of Q3 2025.
  • Cobblestone Capital Advisors sold 370 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $31.4K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #173 holding.
  • Cobblestone Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 43 quarters since.
  • Cobblestone Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $15.3M in Q2 2016.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.