CWM
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Cornerstone Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cornerstone Wealth 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
Q2 		$1.77M Buy
18,288
+119
+0.7% +$11.4K 0.08% 235
2026
Q1 		$1.64M Sell
18,169
-22
-0.1% -$2.05K 0.08% 224
2025
Q4 		$1.63M Buy
18,191
+600
+3% +$53.1K 0.08% 206
2025
Q3 		$1.54M Buy
17,591
+1,065
+6% +$90.5K 0.08% 200
2025
Q2 		$1.38M Sell
16,526
-239
-1% -$19K 0.08% 203
2025
Q1 		$1.27M Buy
16,765
+325
+2% +$24.3K 0.09% 198
2024
Q4 		$1.16M Buy
16,440
+3,232
+24% +$238K 0.08% 208
2024
Q3 		$1.03M Buy
13,208
+45
+0.3% +$3.37K 0.07% 215
2024
Q2 		$956K Buy
13,163
+24
+0.2% +$1.77K 0.07% 213
2024
Q1 		$975K Sell
13,139
-4,422
-25% -$315K 0.08% 207
2023
Q4 		$1.24M Sell
17,561
-5,636
-24% -$371K 0.11% 168
2023
Q3 		$1.49M Buy
23,197
+5,146
+29% +$345K 0.14% 146
2023
Q2 		$1.22M Buy
18,051
+9,685
+116% +$657K 0.11% 158
2023
Q1 		$559K Buy
+8,366
New +$548K 0.05% 268
2022
Q3 		$506K Buy
9,605
+1,468
+18% +$86.3K 0.06% 249
2022
Q2 		$479K Sell
8,137
-5,973
-42% -$383K 0.05% 267
2022
Q1 		$981K Sell
14,110
-7,019
-33% -$496K 0.1% 183
2021
Q4 		$1.57M Buy
21,129
+6,314
+43% +$475K 0.15% 141
2021
Q3 		$1.1M Buy
14,815
+9,407
+174% +$716K 0.12% 169
2021
Q2 		$405K Buy
5,408
+2,011
+59% +$152K 0.04% 318
2021
Q1 		$245K Sell
3,397
-9,676
-74% -$691K 0.03% 387
2020
Q4 		$903K Sell
13,073
-6,778
-34% -$438K 0.11% 170
2020
Q3 		$1.2M Buy
19,851
+8,569
+76% +$517K 0.18% 113
2020
Q2 		$645K Sell
11,282
-45,888
-80% -$2.49M 0.1% 182
2020
Q1 		$2.85M Sell
57,170
-4,267
-7% -$254K 0.55% 33
2019
Q4 		$4.01M Buy
61,437
+340
+0.6% +$21.6K 0.65% 34
2019
Q3 		$3.73M Buy
61,097
+2,500
+4% +$151K 0.66% 32
2019
Q2 		$3.6M Sell
58,597
-3,059
-5% -$187K 0.65% 30
2019
Q1 		$3.51M Buy
61,656
+425
+0.7% +$25.1K 0.43% 46
2018
Q4 		$3.37M Sell
61,231
-2,814,154
-98% -$165M 0.72% 27
2018
Q3 		$44.8M Sell
2,875,385
-351,795
-11% -$22.4M 0.56% 36
2018
Q2 		$51.4M Buy
3,227,180
+3,194,385
+9,740% +$211M 0.58% 37
2018
Q1 		$2.12M Buy
32,795
+10,455
+47% +$702K 0.4% 49
2017
Q4 		$1.52M Sell
22,340
-22,584
-50% -$1.47M 0.29% 73
2017
Q3 		$2.89M Buy
44,924
+11,476
+34% +$718K 0.6% 31
2017
Q2 		$2.03M Buy
33,448
+8,140
+32% +$491K 0.45% 40
2017
Q1 		$1.47M Buy
25,308
+16,404
+184% +$922K 0.36% 57
2016
Q4 		$481K Buy
+8,904
New +$478K 0.15% 136

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Wealth Management's IEFA Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.65% in Q2 2026, buying an estimated $11.4K and bringing the position to 18,288 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #235.

Cornerstone Wealth Management first reported a position in IEFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $51.4M in Q2 2018. 722 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cornerstone Wealth Management held 18,288 shares of iShares Core MSCI EAFE ETF worth $1.77M as of Q2 2026.
  • Cornerstone Wealth Management bought 119 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.4K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Cornerstone Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's iShares Core MSCI EAFE ETF position peaked at $51.4M in Q2 2018.
  • 722 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.