Commonwealth Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Commonwealth Financial Services’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	$242K	Buy	2,506 +95	+4%	+$9.13K	0.03%	254
2026 Q1	$218K	Sell	2,411 -103,413	-98%	-$9.65M	0.03%	245
2025 Q4	$9.47M	Buy	105,824 +8,064	+8%	+$713K	1.56%	19
2025 Q3	$8.54M	Buy	97,760 +13,217	+16%	+$1.12M	1.46%	21
2025 Q2	$7.06M	Buy	+84,543	New	+$6.71M	1.36%	24
2017 Q1	$9.55M	Buy	+165,809	New	+$9.32M	10.41%	4

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

Commonwealth Financial Services's IEFA Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q2 2026, buying an estimated $9.13K and bringing the position to 2,506 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #254.

Commonwealth Financial Services first reported a position in IEFA in Q1 2017 and has held it in 6 quarters since. The position peaked at $9.55M in Q1 2017. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Commonwealth Financial Services held 2,506 shares of iShares Core MSCI EAFE ETF worth $242K as of Q2 2026.
Commonwealth Financial Services bought 95 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.13K.
iShares Core MSCI EAFE ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #254 holding.
Commonwealth Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 6 quarters since.
Commonwealth Financial Services's iShares Core MSCI EAFE ETF position peaked at $9.55M in Q1 2017.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.