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 Q2	$3.83M	Sell	39,626 -3,058	-7%	-$294K	0.08%	257
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 $1.55T 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

CSM Advisors's IEFA Position: Q2 2026 in Review

CSM Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.2% in Q2 2026, selling an estimated $294K and leaving 39,626 shares worth $3.83M. The position accounts for 0.08% of the portfolio, ranked #257.

CSM Advisors first reported a position in IEFA in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.97M in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

CSM Advisors held 39,626 shares of iShares Core MSCI EAFE ETF worth $3.83M as of Q2 2026.
CSM Advisors sold 3,058 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $294K.
iShares Core MSCI EAFE ETF made up 0.08% of CSM Advisors's portfolio in Q2 2026, its #257 holding.
CSM Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
CSM Advisors's iShares Core MSCI EAFE ETF position peaked at $6.97M in Q4 2021.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.