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

CSM 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 Q1	$3.87M	Hold	42,684	–	–	0.1%	245
2025 Q4	$3.82M	Hold	42,684	–	–	0.1%	221
2025 Q3	$3.73M	Hold	42,684	–	–	0.1%	230
2025 Q2	$3.56M	Hold	42,684	–	–	0.1%	235
2025 Q1	$3.23M	Sell	42,684 -790	-2%	-$59.1K	0.18%	83
2024 Q4	$3.06M	Hold	43,474	–	–	0.14%	84
2024 Q3	$3.39M	Hold	43,474	–	–	0.22%	82
2024 Q2	$3.16M	Hold	43,474	–	–	0.22%	75
2024 Q1	$3.23M	Hold	43,474	–	–	0.21%	83
2023 Q4	$3.06M	Hold	43,474	–	–	0.22%	82
2023 Q3	$2.8M	Hold	43,474	–	–	0.24%	73
2023 Q2	$2.94M	Hold	43,474	–	–	0.22%	80
2023 Q1	$2.91M	Buy	43,474 +18,824	+76%	+$1.23M	0.25%	75
2022 Q4	$1.52M	Sell	24,650 -80,639	-77%	-$4.75M	0.14%	86
2022 Q3	$5.54M	Buy	105,289 +6,707	+7%	+$394K	0.61%	51
2022 Q2	$5.8M	Buy	98,582 +5,200	+6%	+$334K	0.53%	60
2022 Q1	$6.49M	Hold	93,382	–	–	0.44%	64
2021 Q4	$6.97M	Buy	93,382 +6,232	+7%	+$468K	0.46%	64
2021 Q3	$6.47M	Hold	87,150	–	–	0.48%	59
2021 Q2	$6.52M	Buy	+87,150	New	+$6.58M	0.43%	63

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CSM Advisors's IEFA Position: Q1 2026 in Review

CSM Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 42,684 shares worth $3.87M. The position accounts for 0.1% of the portfolio, ranked #245.

CSM Advisors first reported a position in IEFA in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.97M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

CSM Advisors held 42,684 shares of iShares Core MSCI EAFE ETF worth $3.87M as of Q1 2026.
CSM Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.1% of CSM Advisors's portfolio in Q1 2026, its #245 holding.
CSM Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 20 quarters since.
CSM Advisors's iShares Core MSCI EAFE ETF position peaked at $6.97M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.