CoreCap Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CoreCap Advisors’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	$1.34M	Buy	13,901 +908	+7%	+$87.2K	0.04%	328
2026 Q1	$1.18M	Sell	12,993 -1,095	-8%	-$102K	0.04%	335
2025 Q4	$1.26M	Buy	14,088 +788	+6%	+$69.7K	0.04%	332
2025 Q3	$1.16M	Buy	13,300 +2,674	+25%	+$227K	0.04%	336
2025 Q2	$887K	Buy	10,626 +266	+3%	+$21.1K	0.04%	374
2025 Q1	$784K	Buy	10,360 +2,780	+37%	+$208K	0.03%	382
2024 Q4	$533K	Buy	7,580 +2,060	+37%	+$152K	0.02%	464
2024 Q3	$431K	Buy	5,520 +635	+13%	+$47.5K	0.02%	499
2024 Q2	$355K	Sell	4,885 -237	-5%	-$17.4K	0.04%	278
2024 Q1	$380K	Buy	5,122 +1,589	+45%	+$113K	0.02%	448
2023 Q4	$249K	Sell	3,533 -656	-16%	-$43.2K	0.02%	508
2023 Q3	$270K	Sell	4,189 -840	-17%	-$56.2K	0.02%	442
2023 Q2	$339K	Buy	+5,029	New	+$341K	0.02%	433
2022 Q4	$400K	Buy	6,495 +336	+5%	+$19.8K	0.03%	395
2022 Q3	$324K	Sell	6,159 -417	-6%	-$24.5K	0.03%	409
2022 Q2	$387K	Sell	6,576 -1,130	-15%	-$72.5K	0.03%	378
2022 Q1	$536K	Buy	7,706 +1,100	+17%	+$77.8K	0.04%	323
2021 Q4	$493K	Buy	+6,606	New	+$496K	0.03%	366

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CoreCap Advisors's IEFA Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q2 2026, buying an estimated $87.2K and bringing the position to 13,901 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #328.

CoreCap Advisors first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

CoreCap Advisors held 13,901 shares of iShares Core MSCI EAFE ETF worth $1.34M as of Q2 2026.
CoreCap Advisors bought 908 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $87.2K.
iShares Core MSCI EAFE ETF made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #328 holding.
CoreCap Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.