Coston McIsaac & Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Coston McIsaac & Partners’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
2025 Q4	–	Sell	-24	Closed	-$2K	–	862
2025 Q3	$2K	Hold	24	–	–	﹤0.01%	716
2025 Q2	$2K	Sell	24 -190	-89%	-$15.1K	﹤0.01%	695
2025 Q1	$16K	Buy	214 +133	+164%	+$9.95K	﹤0.01%	432
2024 Q4	$5K	Hold	81	–	–	﹤0.01%	581
2024 Q3	$6	Hold	81	–	–	﹤0.01%	571
2024 Q2	$5K	Hold	81	–	–	﹤0.01%	562
2024 Q1	$6K	Hold	81	–	–	﹤0.01%	547
2023 Q4	$5K	Hold	81	–	–	﹤0.01%	562
2023 Q3	$5K	Hold	81	–	–	﹤0.01%	556
2023 Q2	$5K	Hold	81	–	–	﹤0.01%	601
2023 Q1	$5K	Sell	81 -666	-89%	-$43.7K	﹤0.01%	585
2022 Q4	$46	Buy	747 +666	+822%	+$39.2K	0.02%	277
2022 Q3	$4K	Buy	81 +24	+42%	+$1.41K	﹤0.01%	530
2022 Q2	$3K	Buy	+57	New	+$3.66K	﹤0.01%	393

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coston McIsaac & Partners's IEFA Position: Q4 2025 in Review

Coston McIsaac & Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 24 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in IEFA in Q2 2022 and held it in 14 quarters. The position peaked at $16K in Q1 2025. 2,341 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Coston McIsaac & Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Coston McIsaac & Partners sold 24 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $2K.
Coston McIsaac & Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 14 quarters.
Coston McIsaac & Partners's iShares Core MSCI EAFE ETF position peaked at $16K in Q1 2025.
2,341 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Coston McIsaac & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.