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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Consolidated Portfolio Review Corp's IEFA Position: Q1 2026 in Review

Consolidated Portfolio Review Corp held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 199,247 shares worth $18M. The position accounts for 1.65% of the portfolio, ranked #12.

Consolidated Portfolio Review Corp first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Consolidated Portfolio Review Corp held 199,247 shares of iShares Core MSCI EAFE ETF worth $18M as of Q1 2026.
  • Consolidated Portfolio Review Corp left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 1.65% of Consolidated Portfolio Review Corp's portfolio in Q1 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 13 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2026, filed 27 Apr 2026.