Coldstream Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.2M | Buy |
510,115
+28,792
| +6% | +$2.69M | 0.57% | 35 |
|
|
2025
Q4 | $43.1M | Buy |
481,323
+13,825
| +3% | +$1.22M | 0.56% | 36 |
|
|
2025
Q3 | $40.8M | Sell |
467,498
-18,308
| -4% | -$1.56M | 0.55% | 32 |
|
|
2025
Q2 | $40.6M | Buy |
485,806
+39,998
| +9% | +$3.17M | 0.66% | 29 |
|
|
2025
Q1 | $33.7M | Sell |
445,808
-34,777
| -7% | -$2.6M | 0.72% | 24 |
|
|
2024
Q4 | $33.8M | Buy |
480,585
+66,732
| +16% | +$4.92M | 0.72% | 22 |
|
|
2024
Q3 | $32.3M | Sell |
413,853
-8,739
| -2% | -$654K | 0.7% | 23 |
|
|
2024
Q2 | $30.7M | Sell |
422,592
-11,005
| -3% | -$810K | 0.75% | 23 |
|
|
2024
Q1 | $32.2M | Sell |
433,597
-35,723
| -8% | -$2.54M | 0.82% | 21 |
|
|
2023
Q4 | $33M | Sell |
469,320
-2,522
| -0.5% | -$166K | 0.92% | 21 |
|
|
2023
Q3 | $30.4M | Buy |
471,842
+18,694
| +4% | +$1.25M | 0.99% | 18 |
|
|
2023
Q2 | $30.6M | Buy |
453,148
+41,389
| +10% | +$2.81M | 0.97% | 17 |
|
|
2023
Q1 | $27.5M | Buy |
411,759
+116,517
| +39% | +$7.64M | 0.92% | 17 |
|
|
2022
Q4 | $18.2M | Buy |
+295,242
| New | +$17.4M | 0.67% | 24 |
|
|
2022
Q2 | $17.5M | Buy |
297,706
+29,651
| +11% | +$1.9M | 0.68% | 25 |
|
|
2022
Q1 | $18.6M | Buy |
268,055
+15,165
| +6% | +$1.07M | 0.64% | 28 |
|
|
2021
Q4 | $18.9M | Sell |
252,890
-6,653
| -3% | -$500K | 0.59% | 30 |
|
|
2021
Q3 | $16M | Buy |
259,543
+47,739
| +23% | +$3.63M | 0.77% | 28 |
|
|
2021
Q2 | $15.9M | Buy |
211,804
+1,293
| +0.6% | +$97.6K | 0.64% | 30 |
|
|
2021
Q1 | $15.2M | Sell |
210,511
-4,964
| -2% | -$355K | 0.89% | 14 |
|
|
2020
Q4 | $14.9M | Sell |
215,475
-20,278
| -9% | -$1.31M | 0.9% | 14 |
|
|
2020
Q3 | $14.2M | Buy |
235,753
+3,475
| +1% | +$210K | 1.18% | 12 |
|
|
2020
Q2 | $13.3M | Sell |
232,278
-11,055
| -5% | -$599K | 1.19% | 12 |
|
|
2020
Q1 | $12.1M | Buy |
243,333
+38,704
| +19% | +$2.3M | 1.33% | 14 |
|
|
2019
Q4 | $13.3M | Buy |
204,629
+27,767
| +16% | +$1.76M | 1.09% | 16 |
|
|
2019
Q3 | $10.8M | Sell |
176,862
-4,174
| -2% | -$252K | 0.91% | 21 |
|
|
2019
Q2 | $11.1M | Sell |
181,036
-1,335
| -0.7% | -$81.8K | 0.93% | 24 |
|
|
2019
Q1 | $11.1M | Buy |
182,371
+9,461
| +5% | +$558K | 0.97% | 23 |
|
|
2018
Q4 | $9.51M | Sell |
172,910
-55,130
| -24% | -$3.23M | 0.92% | 22 |
|
|
2018
Q3 | $14.6M | Buy |
228,040
+7,197
| +3% | +$459K | 1.32% | 14 |
|
|
2018
Q2 | $14M | Buy |
220,843
+12,934
| +6% | +$856K | 1.41% | 13 |
|
|
2018
Q1 | $13.7M | Buy |
207,909
+81,610
| +65% | +$5.48M | 1.48% | 13 |
|
|
2017
Q4 | $8.35M | Sell |
126,299
-46,980
| -27% | -$3.06M | 0.91% | 24 |
|
|
2017
Q3 | $11.1M | Buy |
173,279
+163,796
| +1,727% | +$10.2M | 1.29% | 18 |
|
|
2017
Q2 | $577K | Buy |
+9,483
| New | +$572K | 0.07% | 171 |
|
Other funds holding IEFA
Coldstream Capital Management's IEFA Position: Q1 2026 in Review
Coldstream Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q1 2026, buying an estimated $2.69M and bringing the position to 510,115 shares worth $46.2M. The position accounts for 0.57% of the portfolio, ranked #35.
Coldstream Capital Management first reported a position in IEFA in Q2 2017 and has held it in 35 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Coldstream Capital Management held 510,115 shares of iShares Core MSCI EAFE ETF worth $46.2M as of Q1 2026.
- Coldstream Capital Management bought 28,792 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.69M.
- iShares Core MSCI EAFE ETF made up 0.57% of Coldstream Capital Management's portfolio in Q1 2026, its #35 holding.
- Coldstream Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 35 quarters since.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.