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COWA LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

COWA LLC’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
Q3 		$3.46M Buy
35,682
+2,927
+9% +$289K 0.84% 26
2026
Q2 		$3.16M Buy
32,755
+1,041
+3% +$100K 0.79% 25
2026
Q1 		$2.87M Sell
31,714
-10,523
-25% -$982K 0.77% 26
2025
Q4 		$3.78M Buy
42,237
+1,165
+3% +$103K 1.15% 22
2025
Q3 		$3.59M Buy
41,072
+1,554
+4% +$132K 1.19% 22
2025
Q2 		$3.3M Buy
39,518
+430
+1% +$34.1K 1.26% 22
2025
Q1 		$2.96M Buy
39,088
+693
+2% +$51.8K 1.26% 24
2024
Q4 		$2.7M Buy
38,395
+226
+0.6% +$16.7K 1.24% 27
2024
Q3 		$2.98M Sell
38,169
-2,117
-5% -$158K 1.42% 19
2024
Q2 		$2.93M Buy
40,286
+4,452
+12% +$328K 1.56% 18
2024
Q1 		$2.66M Buy
35,834
+1,956
+6% +$139K 1.57% 17
2023
Q4 		$2.38M Buy
33,878
+743
+2% +$49K 1.49% 18
2023
Q3 		$2.13M Buy
33,135
+804
+2% +$53.8K 1.44% 20
2023
Q2 		$2.18M Buy
32,331
+6,392
+25% +$433K 1.44% 20
2023
Q1 		$1.73M Sell
25,939
-12,965
-33% -$850K 1.41% 21
2022
Q4 		$3.18M Sell
38,904
-9,089
-19% -$535K 1.98% 16
2022
Q3 		$2.52M Sell
47,993
-29,295
-38% -$1.72M 1.67% 18
2022
Q2 		$4.55M Sell
77,288
-11,995
-13% -$770K 2.62% 9
2022
Q1 		$6.2M Sell
89,283
-15,565
-15% -$1.1M 3.08% 7
2021
Q4 		$7.81M Sell
104,848
-2,118
-2% -$159K 3.93% 5
2021
Q3 		$7.9M Sell
106,966
-5,933
-5% -$451K 4.53% 3
2021
Q2 		$8.44M Buy
112,899
+14,857
+15% +$1.12M 5.26% 3
2021
Q1 		$7.22M Buy
98,042
+21,072
+27% +$1.51M 4.33% 4
2020
Q4 		$5.45M Buy
+76,970
New +$4.98M 4.15% 3

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

COWA LLC's IEFA Position: Q3 2026 in Review

COWA LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.9% in Q3 2026, buying an estimated $289K and bringing the position to 35,682 shares worth $3.46M. The position accounts for 0.84% of the portfolio, ranked #26.

COWA LLC first reported a position in IEFA in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.44M in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • COWA LLC held 35,682 shares of iShares Core MSCI EAFE ETF worth $3.46M as of Q3 2026.
  • COWA LLC bought 2,927 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $289K.
  • iShares Core MSCI EAFE ETF made up 0.84% of COWA LLC's portfolio in Q3 2026, its #26 holding.
  • COWA LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • COWA LLC's iShares Core MSCI EAFE ETF position peaked at $8.44M in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.