Crewe Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Crewe Advisors’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	$63.8M	Buy	660,188 +46,356	+8%	+$4.45M	4.62%	5
2026 Q1	$55.6M	Buy	613,832 +62,723	+11%	+$5.85M	4.74%	5
2025 Q4	$49.3M	Buy	551,109 +23,369	+4%	+$2.07M	4.37%	5
2025 Q3	$46.1M	Buy	527,740 +17,341	+3%	+$1.47M	4.4%	5
2025 Q2	$42.6M	Sell	510,399 -2,176	-0.4%	-$173K	6.03%	3
2025 Q1	$38.8M	Buy	512,575 +31,789	+7%	+$2.38M	5.45%	5
2024 Q4	$33.8M	Buy	480,786 +287,677	+149%	+$21.2M	4.66%	5
2024 Q3	$15.1M	Buy	193,109 +6,885	+4%	+$515K	1.75%	14
2024 Q2	$13.5M	Buy	186,224 +511	+0.3%	+$37.6K	1.52%	17
2024 Q1	$13.8M	Sell	185,713 -420	-0.2%	-$29.9K	1.61%	16
2023 Q4	$13.1M	Sell	186,133 -50,358	-21%	-$3.32M	2.07%	14
2023 Q3	$15.2M	Buy	236,491 +376	+0.2%	+$25.2K	2.63%	13
2023 Q2	$15.9M	Buy	236,115 +690	+0.3%	+$46.8K	2.24%	14
2023 Q1	$15.7M	Buy	235,425 +3,347	+1%	+$219K	2.3%	14
2022 Q4	$14.3M	Buy	232,078 +218,887	+1,659%	+$12.9M	2.27%	13
2022 Q3	$695K	Buy	13,191 +12,461	+1,707%	+$733K	0.13%	55
2022 Q2	$43K	Hold	730	–	–	0.01%	314
2022 Q1	$51K	Hold	730	–	–	0.01%	222
2021 Q4	$54K	Hold	730	–	–	0.01%	182
2021 Q3	$54K	Hold	730	–	–	0.01%	148
2021 Q2	$55K	Hold	730	–	–	0.01%	148
2021 Q1	$53K	Hold	730	–	–	0.01%	148
2020 Q4	$50K	Hold	730	–	–	0.02%	142
2020 Q3	$44K	Buy	+730	New	+$44K	0.02%	136
2019 Q3	–	Sell	-11,318	Closed	-$695K	–	262
2019 Q2	$695K	Buy	+11,318	New	+$693K	0.23%	29

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

Crewe Advisors's IEFA Position: Q2 2026 in Review

Crewe Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.6% in Q2 2026, buying an estimated $4.45M and bringing the position to 660,188 shares worth $63.8M. The position accounts for 4.62% of the portfolio, ranked #5.

Crewe Advisors first reported a position in IEFA in Q2 2019 and has held it in 25 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Crewe Advisors held 660,188 shares of iShares Core MSCI EAFE ETF worth $63.8M as of Q2 2026.
Crewe Advisors bought 46,356 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.45M.
iShares Core MSCI EAFE ETF made up 4.62% of Crewe Advisors's portfolio in Q2 2026, its #5 holding.
Crewe Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 25 quarters since.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.