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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
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 Sell
32,331
-352,315
-92% -$23.9M 1.44% 20
2023
Q1 		$1.73M Buy
384,646
+345,742
+889% +$22.7M 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

COWA LLC's IEFA Position: Q1 2026 in Review

COWA LLC reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q1 2026, selling an estimated $982K and leaving 31,714 shares worth $2.87M. The position accounts for 0.77% of the portfolio, ranked #26.

COWA LLC first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.44M in Q2 2021. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • COWA LLC held 31,714 shares of iShares Core MSCI EAFE ETF worth $2.87M as of Q1 2026.
  • COWA LLC sold 10,523 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $982K.
  • iShares Core MSCI EAFE ETF made up 0.77% of COWA LLC's portfolio in Q1 2026, its #26 holding.
  • COWA LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • COWA LLC's iShares Core MSCI EAFE ETF position peaked at $8.44M in Q2 2021.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.