Coordinated Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Coordinated Financial 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 Q1	$1.45M	Sell	16,036 -559	-3%	-$52.2K	0.83%	28
2025 Q4	$1.48M	Buy	16,595 +1,921	+13%	+$170K	0.85%	25
2025 Q3	$1.28M	Sell	14,674 -760	-5%	-$64.6K	0.82%	32
2025 Q2	$1.29M	Sell	15,434 -2,739	-15%	-$217K	0.89%	28
2025 Q1	$1.37M	Buy	18,173 +149	+0.8%	+$11.1K	1.05%	24
2024 Q4	$1.27M	Buy	+18,024	New	+$1.33M	0.99%	28
2024 Q2	$1.41M	Sell	19,347 -2,026	-9%	-$149K	1.2%	20
2024 Q1	$1.59M	Buy	+21,373	New	+$1.52M	1.38%	15

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coordinated Financial Services's IEFA Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q1 2026, selling an estimated $52.2K and leaving 16,036 shares worth $1.45M. The position accounts for 0.83% of the portfolio, ranked #28.

Coordinated Financial Services first reported a position in IEFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q1 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Coordinated Financial Services held 16,036 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q1 2026.
Coordinated Financial Services sold 559 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $52.2K.
iShares Core MSCI EAFE ETF made up 0.83% of Coordinated Financial Services's portfolio in Q1 2026, its #28 holding.
Coordinated Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Core MSCI EAFE ETF position peaked at $1.59M in Q1 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.