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Colony Family Offices’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Colony Family Offices’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 		$63M Buy
652,458
+178
+0% +$17.1K 13.85% 2
2026
Q1 		$59.1M Buy
652,280
+1,353
+0.2% +$126K 14.56% 2
2025
Q4 		$58.2M Buy
650,927
+13,562
+2% +$1.2M 14.54% 2
2025
Q3 		$55.6M Sell
637,365
-84,464
-12% -$7.18M 14.41% 2
2025
Q2 		$60.3M Buy
721,829
+145,160
+25% +$11.5M 15.58% 2
2025
Q1 		$43.6M Buy
576,669
+3,093
+0.5% +$231K 13.61% 2
2024
Q4 		$40.3M Buy
573,576
+2,556
+0.4% +$189K 12.66% 2
2024
Q3 		$44.6M Buy
571,020
+8,486
+2% +$635K 13.83% 2
2024
Q2 		$40.9M Sell
562,534
-2,188
-0.4% -$161K 13.12% 2
2024
Q1 		$41.9M Buy
564,722
+1,600
+0.3% +$114K 13.56% 3
2023
Q4 		$39.6M Buy
563,122
+694
+0.1% +$45.7K 13.7% 3
2023
Q3 		$36.2M Buy
562,428
+263
+0% +$17.6K 15.45% 3
2023
Q2 		$37.9M Sell
562,165
-6,720
-1% -$456K 16% 3
2023
Q1 		$38M Buy
568,885
+553
+0.1% +$36.3K 14.57% 2
2022
Q4 		$35M Sell
568,332
-12,849
-2% -$756K 14.59% 2
2022
Q3 		$30.6M Buy
581,181
+93,361
+19% +$5.49M 13.25% 2
2022
Q2 		$28.7M Buy
487,820
+26,125
+6% +$1.68M 13.01% 3
2022
Q1 		$32.1M Sell
461,695
-10,271
-2% -$727K 15.4% 3
2021
Q4 		$35.2M Buy
471,966
+27,848
+6% +$2.09M 17% 3
2021
Q3 		$33M Sell
444,118
-4,169
-0.9% -$317K 20.58% 3
2021
Q2 		$33.6M Buy
448,287
+2,024
+0.5% +$153K 20.49% 3
2021
Q1 		$32.2M Sell
446,263
-38,291
-8% -$2.74M 25.4% 2
2020
Q4 		$33.5M Buy
+484,554
New +$31.3M 31.5% 1

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

Colony Family Offices's IEFA Position: Q2 2026 in Review

Colony Family Offices increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.03% in Q2 2026, buying an estimated $17.1K and bringing the position to 652,458 shares worth $63M. The position accounts for 13.85% of the portfolio, ranked #2.

Colony Family Offices first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,441 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Colony Family Offices held 652,458 shares of iShares Core MSCI EAFE ETF worth $63M as of Q2 2026.
  • Colony Family Offices bought 178 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Core MSCI EAFE ETF made up 13.85% of Colony Family Offices's portfolio in Q2 2026, its #2 holding.
  • Colony Family Offices first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,441 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.