CFSG
IEFA icon

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

Community Financial Services Group’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 		$480K Hold
4,998
– – 0.07% 92
2026
Q1 		$459K Sell
4,998
-773
-13% -$72.1K 0.08% 79
2025
Q4 		$516K Buy
5,771
+773
+15% +$68.4K 0.09% 73
2025
Q3 		$436K Buy
4,998
+1,095
+28% +$93K 0.08% 76
2025
Q2 		$326K Hold
3,903
– – 0.06% 79
2025
Q1 		$295K Sell
3,903
-2,268
-37% -$170K 0.06% 90
2024
Q4 		$434K Hold
6,171
– – 0.09% 88
2024
Q3 		$482K Buy
6,171
+178
+3% +$13.3K 0.1% 95
2024
Q2 		$435K Sell
5,993
-1,370
-19% -$101K 0.09% 100
2024
Q1 		$546K Buy
+7,363
New +$524K 0.12% 103

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Community Financial Services Group's IEFA Position: Q2 2026 in Review

Community Financial Services Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,998 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #92.

Community Financial Services Group first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $546K in Q1 2024. 574 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Community Financial Services Group held 4,998 shares of iShares Core MSCI EAFE ETF worth $480K as of Q2 2026.
  • Community Financial Services Group left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.07% of Community Financial Services Group's portfolio in Q2 2026, its #92 holding.
  • Community Financial Services Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • Community Financial Services Group's iShares Core MSCI EAFE ETF position peaked at $546K in Q1 2024.
  • 574 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.