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

Costello 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 Q2	$1.26K	Hold	13	–	–	﹤0.01%	671
2026 Q1	$1.18K	Buy	+13	New	+$1.21K	﹤0.01%	646
2023 Q2	–	Sell	-258	Closed	-$17.2K	–	204
2023 Q1	$17.2K	Hold	258	–	–	0.02%	126
2022 Q4	$15.9K	Hold	258	–	–	0.01%	135
2022 Q3	$14K	Hold	258	–	–	0.01%	139
2022 Q2	$15K	Hold	258	–	–	0.01%	148
2022 Q1	$18K	Buy	+258	New	+$18.3K	0.01%	149
2020 Q3	–	Sell	-178	Closed	-$10K	–	235
2020 Q2	$10K	Buy	+178	New	+$9.65K	0.01%	149

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

Costello Asset Management's IEFA Position: Q2 2026 in Review

Costello Asset Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 13 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Costello Asset Management first reported a position in IEFA in Q2 2020 and has held it in 8 quarters since. The position peaked at $18K in Q1 2022. 2,442 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Costello Asset Management held 13 shares of iShares Core MSCI EAFE ETF worth $1.26K as of Q2 2026.
Costello Asset Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #671 holding.
Costello Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 8 quarters since.
Costello Asset Management's iShares Core MSCI EAFE ETF position peaked at $18K in Q1 2022.
2,442 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.