Creekmur Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Creekmur Asset Management’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
2025 Q3	$485K	Sell	5,557 -1,237	-18%	-$105K	0.08%	131
2025 Q2	$567K	Buy	6,794 +1,042	+18%	+$82.7K	0.1%	122
2025 Q1	$435K	Buy	5,752 +2,754	+92%	+$206K	0.09%	126
2024 Q4	$211K	Buy	2,998 +46	+2%	+$3.39K	0.05%	119
2024 Q3	$230K	Sell	2,952 -27	-0.9%	-$2.02K	0.05%	107
2024 Q2	$216K	Buy	2,979 +50	+2%	+$3.68K	0.06%	116
2024 Q1	$217K	Sell	2,929 -130	-4%	-$9.25K	0.07%	106
2023 Q4	$215K	Buy	+3,059	New	+$202K	0.07%	133

Other funds holding IEFA

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Creekmur Asset Management's IEFA Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q3 2025, selling an estimated $105K and leaving 5,557 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #131.

Creekmur Asset Management first reported a position in IEFA in Q4 2023 and has held it in 8 quarters since. The position peaked at $567K in Q2 2025. 2,137 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Creekmur Asset Management held 5,557 shares of iShares Core MSCI EAFE ETF worth $485K as of Q3 2025.
Creekmur Asset Management sold 1,237 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $105K.
iShares Core MSCI EAFE ETF made up 0.08% of Creekmur Asset Management's portfolio in Q3 2025, its #131 holding.
Creekmur Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Core MSCI EAFE ETF position peaked at $567K in Q2 2025.
2,137 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.