CWA Asset Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CWA Asset Management Group’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	$7.62M	Sell	78,877 -2,771	-3%	-$266K	0.23%	99
2026 Q1	$7.39M	Buy	81,648 +15,553	+24%	+$1.45M	0.25%	92
2025 Q4	$5.91M	Buy	66,095 +2,047	+3%	+$181K	0.21%	99
2025 Q3	$5.59M	Buy	64,048 +26	+0%	+$2.21K	0.21%	101
2025 Q2	$5.34M	Sell	64,022 -4,172	-6%	-$331K	0.23%	102
2025 Q1	$5.16M	Buy	68,194 +53,823	+375%	+$4.02M	0.25%	88
2024 Q4	$1.01M	Buy	14,371 +11,441	+390%	+$844K	0.05%	253
2024 Q3	$229K	Buy	+2,930	New	+$219K	0.01%	530
2020 Q2	–	Sell	-18,651	Closed	-$930K	–	228
2020 Q1	$930K	Buy	+18,651	New	+$1.11M	0.18%	86
2019 Q3	–	Sell	-3,965	Closed	-$243K	–	232
2019 Q2	$243K	Buy	+3,965	New	+$243K	0.04%	199

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CWA Asset Management Group's IEFA Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q2 2026, selling an estimated $266K and leaving 78,877 shares worth $7.62M. The position accounts for 0.23% of the portfolio, ranked #99.

CWA Asset Management Group first reported a position in IEFA in Q2 2019 and has held it in 10 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

CWA Asset Management Group held 78,877 shares of iShares Core MSCI EAFE ETF worth $7.62M as of Q2 2026.
CWA Asset Management Group sold 2,771 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $266K.
iShares Core MSCI EAFE ETF made up 0.23% of CWA Asset Management Group's portfolio in Q2 2026, its #99 holding.
CWA Asset Management Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 10 quarters since.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.