CA
IEFA icon

Cornerstone Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cornerstone Advisory’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 		$12.5M Buy
129,666
+1,501
+1% +$144K 1.04% 21
2026
Q1 		$11.6M Buy
128,165
+5,346
+4% +$499K 1.1% 22
2025
Q4 		$11M Sell
122,819
-5,363
-4% -$474K 1.05% 23
2025
Q3 		$11.2M Buy
128,182
+14,481
+13% +$1.23M 1.1% 24
2025
Q2 		$9.49M Buy
113,701
+2,254
+2% +$179K 1.02% 25
2025
Q1 		$8.92M Buy
111,447
+9,998
+10% +$748K 1.04% 23
2024
Q4 		$7.71M Buy
101,449
+944
+0.9% +$69.6K 0.88% 27
2024
Q3 		$7.84M Buy
100,505
+1,597
+2% +$120K 1.03% 24
2024
Q2 		$7.18M Buy
98,908
+1,824
+2% +$134K 1.01% 26
2024
Q1 		$7.21M Buy
97,084
+617
+0.6% +$43.9K 1.03% 24
2023
Q4 		$6.79M Buy
96,467
+2,163
+2% +$143K 1.06% 23
2023
Q3 		$6.07M Buy
94,304
+831
+0.9% +$55.6K 1.06% 23
2023
Q2 		$6.31M Sell
93,473
-806
-0.9% -$54.7K 1.11% 21
2023
Q1 		$6.3M Buy
94,279
+7,081
+8% +$464K 1.14% 21
2022
Q4 		$5.37M Buy
87,198
+38,061
+77% +$2.24M 1.06% 23
2022
Q3 		$2.59M Buy
49,137
+31,115
+173% +$1.83M 0.58% 36
2022
Q2 		$1.06M Sell
18,022
-14,157
-44% -$908K 0.24% 67
2022
Q1 		$2.24M Buy
32,179
+6,923
+27% +$490K 0.34% 48
2021
Q4 		$1.89M Buy
25,256
+12,169
+93% +$915K 0.27% 60
2021
Q3 		$972K Buy
+13,087
New +$996K 0.16% 105
2020
Q1 		– Sell
-74,390
Closed -$4.85M – 165
2019
Q4 		$4.85M Buy
74,390
+1,678
+2% +$106K 1% 29
2019
Q3 		$4.44M Sell
72,712
-7,869
-10% -$475K 0.96% 34
2019
Q2 		$4.95M Buy
80,581
+1,030
+1% +$63.1K 1.07% 31
2019
Q1 		$4.83M Buy
79,551
+2,202
+3% +$130K 1.06% 32
2018
Q4 		$4.25M Buy
77,349
+46,439
+150% +$2.72M 1.12% 28
2018
Q3 		$1.98M Buy
30,910
+25,776
+502% +$1.64M 0.59% 44
2018
Q2 		$325K Sell
5,134
-3,570
-41% -$236K 0.11% 115
2018
Q1 		$573K Buy
8,704
+4,425
+103% +$297K 0.21% 77
2017
Q4 		$283K Sell
4,279
-395
-8% -$25.8K 0.1% 123
2017
Q3 		$300K Buy
+4,674
New +$292K 0.1% 120

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Advisory's IEFA Position: Q2 2026 in Review

Cornerstone Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q2 2026, buying an estimated $144K and bringing the position to 129,666 shares worth $12.5M. The position accounts for 1.04% of the portfolio, ranked #21.

Cornerstone Advisory first reported a position in IEFA in Q3 2017 and has held it in 30 quarters since. 1,140 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cornerstone Advisory held 129,666 shares of iShares Core MSCI EAFE ETF worth $12.5M as of Q2 2026.
  • Cornerstone Advisory bought 1,501 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $144K.
  • iShares Core MSCI EAFE ETF made up 1.04% of Cornerstone Advisory's portfolio in Q2 2026, its #21 holding.
  • Cornerstone Advisory first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 30 quarters since.
  • 1,140 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.