CL
IEFA icon

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
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 		$7.91M 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

COWA LLC's IEFA Position: Q2 2026 in Review

COWA LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.3% in Q2 2026, buying an estimated $100K and bringing the position to 32,755 shares worth $3.16M. The position accounts for 0.79% of the portfolio, ranked #25.

COWA LLC first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.44M in Q2 2021. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • COWA LLC held 32,755 shares of iShares Core MSCI EAFE ETF worth $3.16M as of Q2 2026.
  • COWA LLC bought 1,041 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $100K.
  • iShares Core MSCI EAFE ETF made up 0.79% of COWA LLC's portfolio in Q2 2026, its #25 holding.
  • COWA LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • COWA LLC's iShares Core MSCI EAFE ETF position peaked at $8.44M in Q2 2021.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.