Custos Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Custos Family Office’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	$9.21M	Buy	95,412 +2,442	+3%	+$235K	5.52%	5
2026 Q1	$8.42M	Buy	92,970 +3,730	+4%	+$348K	5.82%	5
2025 Q4	$7.98M	Sell	89,240 -9,841	-10%	-$870K	5.45%	6
2025 Q3	$8.65M	Sell	99,081 -94,352	-49%	-$8.02M	4.89%	8
2025 Q2	$16.1M	Buy	193,433 +4,188	+2%	+$332K	5.15%	8
2025 Q1	$14.3M	Sell	189,245 -4,239	-2%	-$317K	5.08%	7
2024 Q4	$13.6M	Buy	193,484 +19,222	+11%	+$1.42M	4.76%	7
2024 Q3	$13.6M	Buy	174,262 +25,179	+17%	+$1.88M	4.93%	7
2024 Q2	$10.8M	Buy	149,083 +6,896	+5%	+$507K	4.32%	9
2024 Q1	$10.6M	Buy	142,187 +1,476	+1%	+$105K	5.45%	8
2023 Q4	$9.9M	Buy	140,711 +26,896	+24%	+$1.77M	5.14%	8
2023 Q3	$7.32M	Buy	+113,815	New	+$7.62M	4.93%	10

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

Custos Family Office's IEFA Position: Q2 2026 in Review

Custos Family Office increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q2 2026, buying an estimated $235K and bringing the position to 95,412 shares worth $9.21M. The position accounts for 5.52% of the portfolio, ranked #5.

Custos Family Office first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.1M in Q2 2025. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Custos Family Office held 95,412 shares of iShares Core MSCI EAFE ETF worth $9.21M as of Q2 2026.
Custos Family Office bought 2,442 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $235K.
iShares Core MSCI EAFE ETF made up 5.52% of Custos Family Office's portfolio in Q2 2026, its #5 holding.
Custos Family Office first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
Custos Family Office's iShares Core MSCI EAFE ETF position peaked at $16.1M in Q2 2025.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.