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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
Q3 		$1.12M Buy
11,548
+64
+0.6% +$6.32K 0.09% 158
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cooper Financial Group's IEFA Position: Q3 2026 in Review

Cooper Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.56% in Q3 2026, buying an estimated $6.32K and bringing the position to 11,548 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #158.

Cooper Financial Group first reported a position in IEFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.2M in Q1 2026. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Cooper Financial Group held 11,548 shares of iShares Core MSCI EAFE ETF worth $1.12M as of Q3 2026.
  • Cooper Financial Group bought 64 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $6.32K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Cooper Financial Group's portfolio in Q3 2026, its #158 holding.
  • Cooper Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
  • Cooper Financial Group's iShares Core MSCI EAFE ETF position peaked at $3.2M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.