Commonwealth Retirement Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Commonwealth Retirement Investments’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	$378K	Buy	3,916 +260	+7%	+$25K	0.1%	98
2026 Q1	$331K	Buy	3,656 +143	+4%	+$13.3K	0.1%	100
2025 Q4	$314K	Buy	3,513 +912	+35%	+$80.6K	0.1%	107
2025 Q3	$227K	Buy	+2,601	New	+$221K	0.08%	115

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 Retirement Investments's IEFA Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, buying an estimated $25K and bringing the position to 3,916 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #98.

Commonwealth Retirement Investments first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Commonwealth Retirement Investments held 3,916 shares of iShares Core MSCI EAFE ETF worth $378K as of Q2 2026.
Commonwealth Retirement Investments bought 260 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $25K.
iShares Core MSCI EAFE ETF made up 0.1% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #98 holding.
Commonwealth Retirement Investments first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.