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Curi RMB Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Curi RMB Capital’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 		$125M Buy
1,293,588
+97,792
+8% +$9.39M 1.93% 6
2026
Q1 		$108M Buy
1,195,796
+477,168
+66% +$44.5M 1.93% 7
2025
Q4 		$64.3M Buy
718,628
+142,424
+25% +$12.6M 1.11% 14
2025
Q3 		$50.3M Buy
576,204
+142,591
+33% +$12.1M 0.92% 18
2025
Q2 		$36.2M Buy
433,613
+187,558
+76% +$14.9M 0.69% 28
2025
Q1 		$18.6M Buy
246,055
+43,891
+22% +$3.28M 0.46% 57
2024
Q4 		$14.2M Buy
202,164
+3,334
+2% +$246K 0.33% 98
2024
Q3 		$15.5M Buy
198,830
+6,581
+3% +$493K 0.35% 85
2024
Q2 		$14M Buy
192,249
+1,051
+0.5% +$77.3K 0.33% 88
2024
Q1 		$14.2M Buy
191,198
+178,930
+1,459% +$12.7M 0.33% 90
2023
Q4 		$863K Buy
12,268
+184
+2% +$12.1K 0.03% 313
2023
Q3 		$778K Sell
12,084
-24
-0.2% -$1.61K 0.03% 311
2023
Q2 		$817K Sell
12,108
-4,190
-26% -$284K 0.03% 311
2023
Q1 		$1.09M Buy
16,298
+4,933
+43% +$323K 0.04% 271
2022
Q4 		$701K Sell
11,365
-3,126
-22% -$184K 0.02% 319
2022
Q3 		$763K Buy
14,491
+3,875
+37% +$228K 0.03% 312
2022
Q2 		$625K Buy
10,616
+740
+7% +$47.5K 0.02% 325
2022
Q1 		$686K Buy
9,876
+3,452
+54% +$244K 0.02% 300
2021
Q4 		$479K Buy
6,424
+807
+14% +$60.6K 0.01% 359
2021
Q3 		$417K Hold
5,617
– – 0.01% 364
2021
Q2 		$420K Sell
5,617
-400
-7% -$30.2K 0.01% 372
2021
Q1 		$434K Hold
6,017
– – 0.02% 367
2020
Q4 		$416K Hold
6,017
– – 0.02% 457
2020
Q3 		$363K Buy
+6,017
New +$363K 0.02% 468
2020
Q1 		– Sell
-5,962
Closed -$389K – 709
2019
Q4 		$389K Buy
+5,962
New +$378K 0.01% 494

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

Curi RMB Capital's IEFA Position: Q2 2026 in Review

Curi RMB Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.2% in Q2 2026, buying an estimated $9.39M and bringing the position to 1,293,588 shares worth $125M. The position accounts for 1.93% of the portfolio, ranked #6.

Curi RMB Capital first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Curi RMB Capital held 1,293,588 shares of iShares Core MSCI EAFE ETF worth $125M as of Q2 2026.
  • Curi RMB Capital bought 97,792 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.39M.
  • iShares Core MSCI EAFE ETF made up 1.93% of Curi RMB Capital's portfolio in Q2 2026, its #6 holding.
  • Curi RMB Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.