CFG
IEFA icon

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

Cooper Financial 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 		$1.11M Sell
11,484
-23,849
-67% -$2.29M 0.09% 157
2026
Q1 		$3.2M Buy
35,333
+12,290
+53% +$1.15M 0.32% 55
2025
Q4 		$2.06M Buy
23,043
+2,235
+11% +$198K 0.22% 83
2025
Q3 		$1.82M Buy
20,808
+1,972
+10% +$168K 0.2% 85
2025
Q2 		$1.57M Buy
18,836
+18
+0.1% +$1.43K 0.18% 96
2025
Q1 		$1.42M Buy
18,818
+2,870
+18% +$215K 0.19% 105
2024
Q4 		$1.12M Buy
15,948
+2,130
+15% +$157K 0.14% 123
2024
Q3 		$1.08M Buy
13,818
+3,316
+32% +$248K 0.14% 135
2024
Q2 		$763K Buy
10,502
+213
+2% +$15.7K 0.11% 165
2024
Q1 		$764K Sell
10,289
-743
-7% -$52.9K 0.13% 156
2023
Q4 		$776K Buy
11,032
+7,264
+193% +$479K 0.14% 136
2023
Q3 		$242K Buy
+3,768
New +$252K 0.06% 281
2022
Q2 		– Sell
-2,980
Closed -$207K – 264
2022
Q1 		$207K Sell
2,980
-61
-2% -$4.32K 0.08% 235
2021
Q4 		$227K Sell
3,041
-848
-22% -$63.7K 0.09% 207
2021
Q3 		$289K Buy
3,889
+53
+1% +$4.03K 0.06% 195
2021
Q2 		$287K Sell
3,836
-524
-12% -$39.6K 0.06% 196
2021
Q1 		$314K Sell
4,360
-15,231
-78% -$1.09M 0.07% 175
2020
Q4 		$1.35M Buy
19,591
+12,434
+174% +$804K 0.28% 63
2020
Q3 		$431K Sell
7,157
-230
-3% -$13.9K 0.12% 119
2020
Q2 		$422K Buy
7,387
+897
+14% +$48.6K 0.14% 110
2020
Q1 		$324K Sell
6,490
-6,221
-49% -$370K 0.14% 103
2019
Q4 		$829K Buy
12,711
+48
+0.4% +$3.04K 0.33% 45
2019
Q3 		$773K Buy
12,663
+5,164
+69% +$312K 0.35% 44
2019
Q2 		$460K Sell
7,499
-4,464
-37% -$274K 0.22% 68
2019
Q1 		$727K Buy
11,963
+3,323
+38% +$196K 0.4% 34
2018
Q4 		$475K Buy
+8,640
New +$507K 0.32% 51

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

Cooper Financial Group's IEFA Position: Q2 2026 in Review

Cooper Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 67% in Q2 2026, selling an estimated $2.29M and leaving 11,484 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #157.

Cooper Financial Group first reported a position in IEFA in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.2M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cooper Financial Group held 11,484 shares of iShares Core MSCI EAFE ETF worth $1.11M as of Q2 2026.
  • Cooper Financial Group sold 23,849 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.29M.
  • iShares Core MSCI EAFE ETF made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #157 holding.
  • Cooper Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • Cooper Financial Group's iShares Core MSCI EAFE ETF position peaked at $3.2M in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.