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

CVA 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	$4.54M	Sell	47,030 -3,579	-7%	-$344K	0.41%	48
2026 Q1	$4.58M	Buy	50,609 +3,660	+8%	+$342K	0.48%	43
2025 Q4	$4.2M	Buy	46,949 +280	+0.6%	+$24.8K	0.48%	45
2025 Q3	$4.07M	Buy	46,669 +693	+2%	+$58.9K	0.52%	43
2025 Q2	$3.84M	Buy	45,976 +1,422	+3%	+$113K	0.54%	43
2025 Q1	$3.37M	Sell	44,554 -2,806	-6%	-$210K	0.52%	43
2024 Q4	$3.33M	Sell	47,360 -641	-1%	-$47.3K	0.53%	43
2024 Q3	$3.75M	Sell	48,001 -2,647	-5%	-$198K	0.61%	37
2024 Q2	$3.68M	Sell	50,648 -967	-2%	-$71.2K	0.66%	34
2024 Q1	$3.83M	Sell	51,615 -1,800	-3%	-$128K	0.68%	33
2023 Q4	$3.76M	Sell	53,415 -72	-0.1%	-$4.75K	0.73%	29
2023 Q3	$3.44M	Sell	53,487 -196	-0.4%	-$13.1K	0.79%	29
2023 Q2	$3.62M	Buy	53,683 +37	+0.1%	+$2.51K	0.76%	29
2023 Q1	$3.59M	Sell	53,646 -806	-1%	-$52.8K	0.8%	30
2022 Q4	$3.36M	Sell	54,452 -38,238	-41%	-$2.25M	0.81%	31
2022 Q3	$4.88M	Sell	92,690 -26,488	-22%	-$1.56M	1.33%	19
2022 Q2	$7.01M	Sell	119,178 -171,505	-59%	-$11M	1.91%	10
2022 Q1	$20.2M	Sell	290,683 -18,810	-6%	-$1.33M	4.83%	2
2021 Q4	$23.1M	Buy	309,493 +235,700	+319%	+$17.7M	5.75%	2
2021 Q3	$4.45M	Sell	73,793 -218,912	-75%	-$16.7M	3.21%	7
2021 Q2	$21.9M	Buy	292,705 +42,605	+17%	+$3.22M	6.24%	2
2021 Q1	$18M	Buy	250,100 +159,762	+177%	+$11.4M	6.84%	2
2020 Q4	$6.24M	Buy	90,338 +16,545	+22%	+$1.07M	3.83%	6
2020 Q3	$4.45M	Buy	73,793 +4,254	+6%	+$257K	3.21%	7
2020 Q2	$3.98M	Sell	69,539 -39,223	-36%	-$2.13M	3.27%	6
2020 Q1	$5.43M	Sell	108,762 -13,192	-11%	-$785K	5.51%	4
2019 Q4	$7.96M	Buy	+121,954	New	+$7.74M	7.33%	3

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

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

CVA Family Office reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, selling an estimated $344K and leaving 47,030 shares worth $4.54M. The position accounts for 0.41% of the portfolio, ranked #48.

CVA Family Office first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.1M in Q4 2021. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

CVA Family Office held 47,030 shares of iShares Core MSCI EAFE ETF worth $4.54M as of Q2 2026.
CVA Family Office sold 3,579 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $344K.
iShares Core MSCI EAFE ETF made up 0.41% of CVA Family Office's portfolio in Q2 2026, its #48 holding.
CVA Family Office first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
CVA Family Office's iShares Core MSCI EAFE ETF position peaked at $23.1M in Q4 2021.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.