Csenge Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Csenge Advisory Group’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	$2.14M	Buy	22,162 +1,662	+8%	+$160K	0.09%	198
2026 Q1	$1.86M	Buy	20,500 +1,397	+7%	+$130K	0.08%	192
2025 Q4	$1.71M	Buy	19,103 +337	+2%	+$29.8K	0.08%	208
2025 Q3	$1.64M	Sell	18,766 -2,721	-13%	-$231K	0.08%	201
2025 Q2	$1.77M	Buy	21,487 +16	+0.1%	+$1.27K	0.09%	177
2025 Q1	$1.62M	Sell	21,471 -1,623	-7%	-$121K	0.09%	177
2024 Q4	$1.62M	Buy	23,094 +188	+0.8%	+$13.9K	0.09%	182
2024 Q3	$1.76M	Buy	22,906 +1	+0%	+$75	0.09%	167
2024 Q2	$1.66M	Sell	22,905 -65,335	-74%	-$4.81M	0.09%	163
2024 Q1	$6.55M	Sell	88,240 -8,663	-9%	-$617K	0.37%	52
2023 Q4	$6.82M	Buy	96,903 +21,440	+28%	+$1.41M	0.42%	40
2023 Q3	$4.86M	Buy	75,463 +19,335	+34%	+$1.29M	0.33%	61
2023 Q2	$3.79M	Buy	56,128 +25,371	+82%	+$1.72M	0.25%	76
2023 Q1	$2.06M	Buy	30,757 +6,223	+25%	+$408K	0.15%	126
2022 Q4	$1.51M	Buy	24,534 +1,789	+8%	+$105K	0.12%	156
2022 Q3	$1.2M	Sell	22,745 -22,051	-49%	-$1.3M	0.1%	178
2022 Q2	$2.64M	Sell	44,796 -8,610	-16%	-$552K	0.22%	92
2022 Q1	$3.71M	Buy	53,406 +18,819	+54%	+$1.33M	0.29%	64
2021 Q4	$2.6M	Sell	34,587 -13,963	-29%	-$1.05M	0.23%	84
2021 Q3	$3.61M	Buy	48,550 +13,963	+40%	+$1.06M	0.3%	67
2021 Q2	$2.6M	Buy	34,587 +6,244	+22%	+$471K	0.23%	84
2021 Q1	$2.1M	Buy	28,343 +3,495	+14%	+$250K	0.22%	82
2020 Q4	$1.72M	Sell	24,848 -90	-0.4%	-$5.82K	0.2%	84
2020 Q3	$1.52M	Sell	24,938 -6,327	-20%	-$382K	0.21%	84
2020 Q2	$1.79M	Buy	31,265 +8,757	+39%	+$475K	0.26%	76
2020 Q1	$1.12M	Buy	22,508 +2,397	+12%	+$143K	0.3%	74
2019 Q4	$1.31M	Sell	20,111 -1,174	-6%	-$74.5K	0.33%	59
2019 Q3	$1.3M	Buy	+21,285	New	+$1.28M	0.36%	56
2018 Q4	–	Sell	-173	Closed	-$10K	–	773
2018 Q3	$10K	Buy	+173	New	+$11K	﹤0.01%	507

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

Csenge Advisory Group's IEFA Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.1% in Q2 2026, buying an estimated $160K and bringing the position to 22,162 shares worth $2.14M. The position accounts for 0.09% of the portfolio, ranked #198.

Csenge Advisory Group first reported a position in IEFA in Q3 2018 and has held it in 29 quarters since. The position peaked at $6.82M in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Csenge Advisory Group held 22,162 shares of iShares Core MSCI EAFE ETF worth $2.14M as of Q2 2026.
Csenge Advisory Group bought 1,662 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $160K.
iShares Core MSCI EAFE ETF made up 0.09% of Csenge Advisory Group's portfolio in Q2 2026, its #198 holding.
Csenge Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 29 quarters since.
Csenge Advisory Group's iShares Core MSCI EAFE ETF position peaked at $6.82M in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.