Cornerstone Advisors Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cornerstone Advisors Asset Management’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	$2.77M	Sell	30,566 -1,117	-4%	-$104K	0.43%	49
2025 Q4	$2.83M	Sell	31,683 -5,477	-15%	-$484K	0.46%	45
2025 Q3	$3.24M	Buy	37,160 +2,993	+9%	+$254K	0.57%	34
2025 Q2	$2.85M	Sell	34,167 -2,010	-6%	-$160K	0.55%	35
2025 Q1	$2.74M	Buy	36,177 +2,176	+6%	+$163K	0.56%	36
2024 Q4	$2.39M	Buy	34,001 +996	+3%	+$73.5K	0.52%	39
2024 Q3	$2.58M	Buy	33,005 +167	+0.5%	+$12.5K	0.57%	36
2024 Q2	$2.39M	Hold	32,838	–	–	0.67%	36
2024 Q1	$2.44M	Hold	32,838	–	–	0.86%	32
2023 Q4	$2.31M	Buy	32,838 +103	+0.3%	+$6.79K	0.87%	32
2023 Q3	$2.11M	Buy	+32,735	New	+$2.19M	0.84%	32

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

Cornerstone Advisors Asset Management's IEFA Position: Q1 2026 in Review

Cornerstone Advisors Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q1 2026, selling an estimated $104K and leaving 30,566 shares worth $2.77M. The position accounts for 0.43% of the portfolio, ranked #49.

Cornerstone Advisors Asset Management first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.24M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Cornerstone Advisors Asset Management held 30,566 shares of iShares Core MSCI EAFE ETF worth $2.77M as of Q1 2026.
Cornerstone Advisors Asset Management sold 1,117 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $104K.
iShares Core MSCI EAFE ETF made up 0.43% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #49 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
Cornerstone Advisors Asset Management's iShares Core MSCI EAFE ETF position peaked at $3.24M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.