CWS
IEFA icon

Confluence Wealth Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Confluence Wealth 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 		$7.15M Buy
74,064
+5,289
+8% +$508K 0.2% 63
2026
Q1 		$6.23M Buy
68,775
+325
+0.5% +$30.3K 0.24% 57
2025
Q4 		$6.12M Buy
68,450
+10,552
+18% +$933K 0.25% 55
2025
Q3 		$5.06M Sell
57,898
-306
-0.5% -$26K 0.25% 55
2025
Q2 		$4.86M Buy
58,204
+4,636
+9% +$368K 0.27% 53
2025
Q1 		$4.11M Sell
53,568
-3,019
-5% -$226K 0.26% 55
2024
Q4 		$4.14M Buy
56,587
+106
+0.2% +$7.82K 0.27% 50
2024
Q3 		$4.41M Buy
56,481
+215
+0.4% +$16.1K 0.32% 42
2024
Q2 		$4.09M Buy
56,266
+1,198
+2% +$88.2K 0.33% 43
2024
Q1 		$4.09M Sell
55,068
-2,364
-4% -$168K 0.36% 41
2023
Q4 		$4.04M Buy
+57,432
New +$3.79M 0.44% 35
2022
Q2 		– Sell
-4,761
Closed -$330K – 276
2022
Q1 		$330K Sell
4,761
-5,360
-53% -$379K 0.12% 178
2021
Q4 		$755K Buy
+10,121
New +$761K 0.24% 101

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Confluence Wealth Services's IEFA Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.7% in Q2 2026, buying an estimated $508K and bringing the position to 74,064 shares worth $7.15M. The position accounts for 0.2% of the portfolio, ranked #63.

Confluence Wealth Services first reported a position in IEFA in Q4 2021 and has held it in 13 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Confluence Wealth Services held 74,064 shares of iShares Core MSCI EAFE ETF worth $7.15M as of Q2 2026.
  • Confluence Wealth Services bought 5,289 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $508K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Confluence Wealth Services's portfolio in Q2 2026, its #63 holding.
  • Confluence Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.