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CreativeOne Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CreativeOne Wealth’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 		$2.4M Sell
24,900
-709
-3% -$68.1K 0.05% 323
2026
Q1 		$2.32M Buy
25,609
+461
+2% +$43K 0.05% 321
2025
Q4 		$2.25M Buy
25,148
+592
+2% +$52.3K 0.05% 313
2025
Q3 		$2.14M Sell
24,556
-2,296
-9% -$195K 0.05% 320
2025
Q2 		$2.24M Buy
26,852
+11,039
+70% +$876K 0.06% 312
2025
Q1 		$1.2M Buy
15,813
+163
+1% +$12.2K 0.04% 427
2024
Q4 		$1.1M Buy
15,650
+2,183
+16% +$161K 0.03% 440
2024
Q3 		$1.05M Buy
13,467
+5,604
+71% +$420K 0.04% 422
2024
Q2 		$571K Sell
7,863
-12,700
-62% -$935K 0.03% 444
2024
Q1 		$1.53M Buy
20,563
+7,705
+60% +$548K 0.06% 282
2023
Q4 		$905K Buy
12,858
+9,423
+274% +$621K 0.06% 267
2023
Q3 		$221K Sell
3,435
-7,111
-67% -$476K 0.02% 510
2023
Q2 		$712K Sell
10,546
-1,586
-13% -$108K 0.03% 393
2023
Q1 		$811K Buy
12,132
+2,088
+21% +$137K 0.04% 348
2022
Q4 		$619K Buy
10,044
+600
+6% +$35.3K 0.03% 374
2022
Q3 		$497K Buy
9,444
+414
+5% +$24.3K 0.03% 411
2022
Q2 		$531K Sell
9,030
-18,597
-67% -$1.19M 0.03% 402
2022
Q1 		$1.92M Buy
27,627
+5,539
+25% +$392K 0.1% 168
2021
Q4 		$1.65M Sell
22,088
-6,569
-23% -$494K 0.08% 205
2021
Q3 		$2.13M Buy
28,657
+2,897
+11% +$220K 0.13% 139
2021
Q2 		$1.93M Buy
25,760
+14,977
+139% +$1.13M 0.12% 157
2021
Q1 		$777K Buy
10,783
+1,254
+13% +$89.6K 0.06% 244
2020
Q4 		$658K Buy
+9,529
New +$616K 0.05% 249
2020
Q1 		– Sell
-4,078
Closed -$266K – 210
2019
Q4 		$266K Buy
+4,078
New +$259K 0.04% 178
2019
Q3 		– Sell
-3,620
Closed -$222K – 183
2019
Q2 		$222K Buy
+3,620
New +$222K 0.05% 163

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

CreativeOne Wealth's IEFA Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, selling an estimated $68.1K and leaving 24,900 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #323.

CreativeOne Wealth first reported a position in IEFA in Q2 2019 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • CreativeOne Wealth held 24,900 shares of iShares Core MSCI EAFE ETF worth $2.4M as of Q2 2026.
  • CreativeOne Wealth sold 709 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $68.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #323 holding.
  • CreativeOne Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 25 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.