Creative Financial Designs’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Creative Financial Designs’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	$5.05M	Sell	52,320 -11,938	-19%	-$1.15M	0.24%	93
2026 Q1	$5.82M	Buy	64,258 +2,940	+5%	+$274K	0.35%	67
2025 Q4	$5.49M	Sell	61,318 -817	-1%	-$72.2K	0.35%	65
2025 Q3	$5.43M	Sell	62,135 -696	-1%	-$59.1K	0.36%	64
2025 Q2	$5.25M	Sell	62,831 -455	-0.7%	-$36.1K	0.38%	62
2025 Q1	$4.79M	Sell	63,286 -4,326	-6%	-$323K	0.38%	59
2024 Q4	$4.75M	Buy	67,612 +1,296	+2%	+$95.6K	0.39%	57
2024 Q3	$5.18M	Sell	66,316 -4,848	-7%	-$363K	0.44%	52
2024 Q2	$5.17M	Buy	71,164 +902	+1%	+$66.4K	0.46%	51
2024 Q1	$5.21M	Sell	70,262 -3,281	-4%	-$234K	0.49%	49
2023 Q4	$5.17M	Buy	73,543 +4,110	+6%	+$271K	0.53%	42
2023 Q3	$4.47M	Buy	69,433 +1,482	+2%	+$99.2K	0.52%	44
2023 Q2	$4.59M	Buy	67,951 +2,956	+5%	+$200K	0.54%	43
2023 Q1	$4.34M	Buy	64,995 +3,033	+5%	+$199K	0.57%	40
2022 Q4	$3.82M	Buy	61,962 +13,686	+28%	+$805K	0.56%	42
2022 Q3	$2.54M	Buy	48,276 +4,450	+10%	+$262K	0.42%	53
2022 Q2	$2.58M	Buy	43,826 +3,919	+10%	+$251K	0.42%	55
2022 Q1	$2.77M	Sell	39,907 -5,852	-13%	-$414K	0.42%	53
2021 Q4	$3.42M	Buy	45,759 +4,296	+10%	+$323K	0.51%	43
2021 Q3	$3.08M	Buy	41,463 +6,471	+18%	+$492K	0.51%	42
2021 Q2	$2.62M	Buy	34,992 +6,783	+24%	+$512K	0.45%	49
2021 Q1	$2.03M	Sell	28,209 -32,846	-54%	-$2.35M	0.4%	58
2020 Q4	$4.22M	Buy	61,055 +14,053	+30%	+$909K	0.9%	29
2020 Q3	$2.83M	Buy	47,002 +35,324	+302%	+$2.13M	0.7%	34
2020 Q2	$668K	Buy	11,678 +6,938	+146%	+$376K	0.2%	89
2020 Q1	$236K	Buy	4,740 +2,165	+84%	+$129K	0.12%	109
2019 Q4	$170K	Buy	2,575 +1,947	+310%	+$123K	0.08%	161
2019 Q3	$37K	Buy	628 +71	+13%	+$4.29K	0.02%	263
2019 Q2	$34K	Sell	557 -18	-3%	-$1.1K	0.02%	259
2019 Q1	$35K	Sell	575 -77	-12%	-$4.54K	0.02%	247
2018 Q4	$36K	Sell	652 -266	-29%	-$15.6K	0.03%	222
2018 Q3	$59K	Hold	918	–	–	0.03%	203
2018 Q2	$58K	Buy	918 +83	+10%	+$5.49K	0.03%	223
2018 Q1	$55K	Buy	835 +611	+273%	+$41K	0.04%	218
2017 Q4	$15K	Buy	224 +3	+1%	+$196	0.01%	362
2017 Q3	$14K	Hold	221	–	–	0.01%	376
2017 Q2	$13K	Buy	221 +3	+1%	+$181	0.01%	378
2017 Q1	$13K	Buy	+218	New	+$12.3K	0.01%	373

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Financial Designs's IEFA Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $1.15M and leaving 52,320 shares worth $5.05M. The position accounts for 0.24% of the portfolio, ranked #93.

Creative Financial Designs first reported a position in IEFA in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.82M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Creative Financial Designs held 52,320 shares of iShares Core MSCI EAFE ETF worth $5.05M as of Q2 2026.
Creative Financial Designs sold 11,938 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.15M.
iShares Core MSCI EAFE ETF made up 0.24% of Creative Financial Designs's portfolio in Q2 2026, its #93 holding.
Creative Financial Designs first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 38 quarters since.
Creative Financial Designs's iShares Core MSCI EAFE ETF position peaked at $5.82M in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.