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Consolidated Portfolio Review Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Consolidated Portfolio Review Corp’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 		$19.2M Hold
199,247
– – 1.6% 12
2026
Q1 		$18M Hold
199,247
– – 1.65% 12
2025
Q4 		$17.8M Buy
199,247
+180,737
+976% +$16M 1.54% 11
2025
Q3 		$1.62M Buy
18,510
+309
+2% +$26.3K 0.2% 121
2025
Q2 		$1.52M Buy
18,201
+4,872
+37% +$387K 0.21% 116
2025
Q1 		$1.01M Buy
13,329
+356
+3% +$26.6K 0.16% 149
2024
Q4 		$912K Buy
12,973
+1,702
+15% +$126K 0.14% 167
2024
Q3 		$880K Buy
11,271
+110
+1% +$8.23K 0.2% 135
2024
Q2 		$811K Buy
11,161
+3,812
+52% +$281K 0.19% 141
2024
Q1 		$545K Sell
7,349
-4,032
-35% -$287K 0.14% 150
2023
Q4 		$801K Sell
11,381
-864
-7% -$56.9K 0.18% 127
2023
Q3 		$788K Buy
12,245
+569
+5% +$38.1K 0.19% 131
2023
Q2 		$788K Sell
11,676
-1,111
-9% -$75.3K 0.19% 125
2023
Q1 		$855K Buy
+12,787
New +$838K 0.23% 109

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

Consolidated Portfolio Review Corp's IEFA Position: Q2 2026 in Review

Consolidated Portfolio Review Corp held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 199,247 shares worth $19.2M. The position accounts for 1.6% of the portfolio, ranked #12.

Consolidated Portfolio Review Corp first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Consolidated Portfolio Review Corp held 199,247 shares of iShares Core MSCI EAFE ETF worth $19.2M as of Q2 2026.
  • Consolidated Portfolio Review Corp left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 1.6% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #12 holding.
  • Consolidated Portfolio Review Corp first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.