Courage Miller Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Courage Miller 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
2026 Q2	$2.01M	Buy	20,776 +109	+0.5%	+$10.5K	0.53%	28
2026 Q1	$1.87M	Buy	20,667 +125	+0.6%	+$11.7K	0.53%	28
2025 Q4	$1.84M	Buy	20,542 +22	+0.1%	+$1.95K	0.55%	25
2025 Q3	$1.79M	Sell	20,520 -222	-1%	-$18.9K	0.54%	26
2025 Q2	$1.73M	Sell	20,742 -30	-0.1%	-$2.38K	0.55%	27
2025 Q1	$1.57M	Buy	20,772 +1,190	+6%	+$89K	0.53%	26
2024 Q4	$1.38M	Buy	19,582 +273	+1%	+$20.1K	0.47%	31
2024 Q3	$1.51M	Buy	19,309 +304	+2%	+$22.8K	0.51%	28
2024 Q2	$1.38M	Buy	19,005 +25	+0.1%	+$1.84K	0.5%	30
2024 Q1	$1.41M	Sell	18,980 -1,230	-6%	-$87.6K	0.49%	32
2023 Q4	$1.42M	Sell	20,210 -2,310	-10%	-$152K	0.54%	27
2023 Q3	$1.45M	Buy	22,520 +208	+0.9%	+$13.9K	0.59%	26
2023 Q2	$1.51M	Sell	22,312 -36	-0.2%	-$2.44K	0.63%	27
2023 Q1	$1.49M	Buy	22,348 +352	+2%	+$23.1K	0.63%	27
2022 Q4	$1.36M	Sell	21,996 -39	-0.2%	-$2.29K	0.62%	27
2022 Q3	$1.16M	Buy	22,035 +187	+0.9%	+$11K	0.59%	26
2022 Q2	$1.29M	Buy	21,848 +115	+0.5%	+$7.38K	0.61%	26
2022 Q1	$1.51M	Buy	21,733 +117	+0.5%	+$8.28K	0.6%	25
2021 Q4	$1.61M	Buy	21,616 +1,026	+5%	+$77.1K	0.61%	29
2021 Q3	$1.53M	Buy	20,590 +568	+3%	+$43.2K	0.61%	29
2021 Q2	$1.5M	Buy	20,022 +1,457	+8%	+$110K	0.61%	30
2021 Q1	$1.34M	Sell	18,565 -501	-3%	-$35.8K	0.58%	30
2020 Q4	$1.32M	Buy	19,066 +513	+3%	+$33.2K	0.61%	29
2020 Q3	$1.06M	Hold	18,553	–	–	0.57%	31
2020 Q2	$1.06M	Buy	18,553 +34	+0.2%	+$1.84K	0.57%	31
2020 Q1	$923K	Buy	18,519 +997	+6%	+$59.3K	0.57%	28
2019 Q4	$1.14M	Buy	17,522 +216	+1%	+$13.7K	0.59%	34
2019 Q3	$1.06M	Sell	17,306 -921	-5%	-$55.6K	0.58%	35
2019 Q2	$1.12M	Buy	18,227 +864	+5%	+$52.9K	0.61%	34
2019 Q1	$1.05M	Buy	17,363 +368	+2%	+$21.7K	0.6%	41
2018 Q4	$934K	Buy	16,995 +853	+5%	+$50K	0.55%	41
2018 Q3	$1.03M	Buy	16,142 +567	+4%	+$36.1K	0.6%	42
2018 Q2	$986K	Buy	15,575 +637	+4%	+$42.2K	0.59%	42
2018 Q1	$984K	Sell	14,938 -87	-0.6%	-$5.84K	0.6%	42
2017 Q4	$993K	Sell	15,025 -556	-4%	-$36.2K	0.6%	43
2017 Q3	$1M	Sell	15,581 -1,044	-6%	-$65.3K	0.63%	43
2017 Q2	$1.01M	Sell	16,625 -214	-1%	-$12.9K	0.67%	41
2017 Q1	$976K	Buy	16,839 +762	+5%	+$42.8K	0.67%	41
2016 Q4	$862K	Buy	16,077 +3,224	+25%	+$173K	0.6%	43
2016 Q3	$709K	Buy	12,853 +71	+0.6%	+$3.83K	0.49%	45
2016 Q2	$663K	Sell	12,782 -511	-4%	-$27.3K	0.47%	46
2016 Q1	$706K	Buy	13,293 +353	+3%	+$18K	0.49%	46
2015 Q4	$704K	Buy	12,940 +969	+8%	+$53.8K	0.49%	45
2015 Q3	$632K	Buy	11,971 +185	+2%	+$10.5K	0.47%	45
2015 Q2	$687K	Sell	11,786 -537	-4%	-$32.7K	0.51%	44
2015 Q1	$721K	Buy	12,323 +5,931	+93%	+$340K	0.54%	42
2014 Q4	$354K	Buy	6,392 +596	+10%	+$33.8K	0.29%	47
2014 Q3	$338K	Buy	5,796 +1,276	+28%	+$77.4K	0.26%	47
2014 Q2	$281K	Buy	4,520 +409	+10%	+$25.4K	0.21%	54
2014 Q1	$251K	Buy	+4,111	New	+$246K	0.2%	54

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Courage Miller Partners's IEFA Position: Q2 2026 in Review

Courage Miller Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.53% in Q2 2026, buying an estimated $10.5K and bringing the position to 20,776 shares worth $2.01M. The position accounts for 0.53% of the portfolio, ranked #28.

Courage Miller Partners first reported a position in IEFA in Q1 2014 and has held it in 50 quarters since. 1,199 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Courage Miller Partners held 20,776 shares of iShares Core MSCI EAFE ETF worth $2.01M as of Q2 2026.
Courage Miller Partners bought 109 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
iShares Core MSCI EAFE ETF made up 0.53% of Courage Miller Partners's portfolio in Q2 2026, its #28 holding.
Courage Miller Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2014 and has held it in 50 quarters since.
1,199 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.