Columbia Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Columbia Asset Management’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	$1.63M	Buy	17,994 +1,862	+12%	+$174K	0.31%	68
2025 Q4	$1.44M	Buy	16,132 +392	+2%	+$34.7K	0.26%	73
2025 Q3	$1.37M	Buy	15,740 +2,225	+16%	+$189K	0.26%	74
2025 Q2	$1.13M	Buy	13,515 +37	+0.3%	+$2.94K	0.22%	78
2025 Q1	$1.02M	Buy	13,478 +915	+7%	+$68.4K	0.2%	88
2024 Q4	$883K	Buy	12,563 +433	+4%	+$31.9K	0.16%	101
2024 Q3	$947K	Buy	12,130 +275	+2%	+$20.6K	0.17%	92
2024 Q2	$861K	Buy	11,855 +700	+6%	+$51.5K	0.16%	92
2024 Q1	$785K	Hold	11,155	–	–	0.16%	95
2023 Q4	$785K	Sell	11,155 -1,700	-13%	-$112K	0.16%	95
2023 Q3	$827K	Hold	12,855	–	–	0.18%	85
2023 Q2	$868K	Buy	12,855 +150	+1%	+$10.2K	0.18%	87
2023 Q1	$849K	Buy	12,705 +1,935	+18%	+$127K	0.19%	84
2022 Q4	$664K	Buy	10,770 +400	+4%	+$23.5K	0.16%	92
2022 Q3	$546K	Buy	10,370 +1,000	+11%	+$58.8K	0.14%	98
2022 Q2	$551K	Buy	+9,370	New	+$601K	0.14%	100

Other funds holding IEFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Columbia Asset Management's IEFA Position: Q1 2026 in Review

Columbia Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, buying an estimated $174K and bringing the position to 17,994 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #68.

Columbia Asset Management first reported a position in IEFA in Q2 2022 and has held it in 16 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Columbia Asset Management held 17,994 shares of iShares Core MSCI EAFE ETF worth $1.63M as of Q1 2026.
Columbia Asset Management bought 1,862 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $174K.
iShares Core MSCI EAFE ETF made up 0.31% of Columbia Asset Management's portfolio in Q1 2026, its #68 holding.
Columbia Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.