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Culbertson A N & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Culbertson A N & Co’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 		$329K Buy
3,411
+35
+1% +$3.36K 0.04% 126
2026
Q1 		$306K Buy
+3,376
New +$315K 0.04% 121
2020
Q1 		– Sell
-3,769
Closed -$246K – 106
2019
Q4 		$246K Buy
+3,769
New +$239K 0.06% 102

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Culbertson A N & Co's IEFA Position: Q2 2026 in Review

Culbertson A N & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q2 2026, buying an estimated $3.36K and bringing the position to 3,411 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #126.

Culbertson A N & Co first reported a position in IEFA in Q4 2019 and has held it in 3 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Culbertson A N & Co held 3,411 shares of iShares Core MSCI EAFE ETF worth $329K as of Q2 2026.
  • Culbertson A N & Co bought 35 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.36K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Culbertson A N & Co's portfolio in Q2 2026, its #126 holding.
  • Culbertson A N & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 3 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.