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

Cresset 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
2026 Q2	$559M	Buy	5,786,155 +205,850	+4%	+$19.8M	2.02%	6
2026 Q1	$505M	Buy	5,580,305 +159,858	+3%	+$14.9M	2.19%	6
2025 Q4	$485M	Buy	5,420,447 +295,149	+6%	+$26.1M	2.04%	7
2025 Q3	$447M	Buy	5,125,298 +413,514	+9%	+$35.1M	1.95%	7
2025 Q2	$393M	Sell	4,711,784 -84,173	-2%	-$6.68M	1.95%	7
2025 Q1	$363M	Buy	4,795,957 +243,120	+5%	+$18.2M	1.81%	9
2024 Q4	$320M	Sell	4,552,837 -195,958	-4%	-$14.5M	1.53%	9
2024 Q3	$371M	Buy	4,748,795 +156,423	+3%	+$11.7M	1.43%	10
2024 Q2	$334M	Buy	4,592,372 +208,312	+5%	+$15.3M	1.4%	11
2024 Q1	$325M	Sell	4,384,060 -107,810	-2%	-$7.67M	1.57%	10
2023 Q4	$316M	Sell	4,491,870 -257,457	-5%	-$17M	1.89%	8
2023 Q3	$306M	Buy	4,749,327 +628,416	+15%	+$42.1M	1.18%	12
2023 Q2	$278M	Buy	4,120,911 +679,363	+20%	+$46.1M	0.34%	22
2023 Q1	$230M	Buy	3,441,548 +100,876	+3%	+$6.61M	4.6%	3
2022 Q4	$206M	Sell	3,340,672 -895,494	-21%	-$52.7M	2.61%	6
2022 Q3	$223M	Sell	4,236,166 -991,346	-19%	-$58.3M	2.82%	6
2022 Q2	$248M	Buy	5,227,512 +288,593	+6%	+$18.5M	3.05%	6
2022 Q1	$343M	Buy	4,938,919 +616,470	+14%	+$43.6M	3.57%	5
2021 Q4	$323M	Buy	4,322,449 +3,176,936	+277%	+$239M	3.12%	7
2021 Q3	$85.1M	Sell	1,145,513 -125,206	-10%	-$9.52M	1.14%	13
2021 Q2	$95.1M	Buy	1,270,719 +21,796	+2%	+$1.65M	1.35%	10
2021 Q1	$90M	Sell	1,248,923 -80,797	-6%	-$5.77M	1.42%	10
2020 Q4	$91.9M	Buy	1,329,720 +603,605	+83%	+$39M	1.49%	11
2020 Q3	$43.8M	Buy	726,115 +9,605	+1%	+$579K	0.82%	15
2020 Q2	$41M	Buy	716,510 +221,960	+45%	+$12M	0.9%	15
2020 Q1	$24.7M	Sell	494,550 -21,522	-4%	-$1.28M	0.75%	20
2019 Q4	$33.7M	Buy	516,072 +132,358	+34%	+$8.4M	0.91%	17
2019 Q3	$23.4M	Buy	383,714 +158,560	+70%	+$9.57M	0.72%	19
2019 Q2	$13.8M	Buy	225,154 +29,149	+15%	+$1.79M	0.43%	30
2019 Q1	$11.9M	Buy	196,005 +30,455	+18%	+$1.8M	0.46%	23
2018 Q4	$9.11M	Buy	+165,550	New	+$9.71M	0.54%	20

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

Cresset Asset Management's IEFA Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q2 2026, buying an estimated $19.8M and bringing the position to 5,786,155 shares worth $559M. The position accounts for 2.02% of the portfolio, ranked #6.

Cresset Asset Management first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cresset Asset Management held 5,786,155 shares of iShares Core MSCI EAFE ETF worth $559M as of Q2 2026.
Cresset Asset Management bought 205,850 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.8M.
iShares Core MSCI EAFE ETF made up 2.02% of Cresset Asset Management's portfolio in Q2 2026, its #6 holding.
Cresset Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.