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 Q2	$1.74M	Buy	18,026 +32	+0.2%	+$3.07K	0.3%	70
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Columbia Asset Management's IEFA Position: Q2 2026 in Review

Columbia Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.18% in Q2 2026, buying an estimated $3.07K and bringing the position to 18,026 shares worth $1.74M. The position accounts for 0.3% of the portfolio, ranked #70.

Columbia Asset Management first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Columbia Asset Management held 18,026 shares of iShares Core MSCI EAFE ETF worth $1.74M as of Q2 2026.
Columbia Asset Management bought 32 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.07K.
iShares Core MSCI EAFE ETF made up 0.3% of Columbia Asset Management's portfolio in Q2 2026, its #70 holding.
Columbia Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.